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Avalara Help Center

View and Download Exemption Certificates

View exemption certificateHoverTT.png details such as the exemption certificate number. Download exemption certificates to save a copy for your records.

View the status of an exemption certificate request

  1. Go to Accounts receivable > Common > Customers > All customers.

  2. In the Customer Master window, you can either directly click AvaCerts > Retrieve Certificate(s) Status or select a customer and then click AvaCerts > Retrieve Certificate(s) Status.
  3. In the Exemption Certificate Status window, you can review a list of exemption certificates and their request status. Click Close.

    Certificate Status.png

    The Request stage can be either of the following options:

    • REQUESTINITIATED means that you have sent the email, fax, or letter to the customer.
    • CUSTOMERRESPONDED means that the customer has received an exemption certificate request and has responded to it by entering the wizard, but hasn’t yet faxed the certificate. 
    • CERTIFICATERECEIVED  means that the customer has faxed the certificate to CertCapture.

    The Request Status can be Open or Closed.

Retrieve an exemption certificate 

  1. Go to Accounts receivable > Common > Customers > All customers.

  2. In the Customer Master window, you can either directly click AvaCerts > Retrieve Certificate(s) or select a customer and then click AvaCerts > Retrieve Certificate(s).
  3. In the Retrieve exemption certificate window:
    1. Go to the Certificate Details tab and select the certificate.   
    2. To download the certificate, click the following buttons and follow the steps in your computer for downloading a document.
      • To download the certificate in PNG format, click Get Certificate as PNG.
      • To download the certificate in PDF format, click Get Certificate as PDF.
    3. Click Close.

    DAX_8Retrieve.png

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