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Avalara Help Center

Work with Exempt Customers

There are several methods for managing the exempt status of your customers.

Exempt using Avalara CertCapture

CertCapture makes it easy to create, validate, store, manage, and retrieve sales tax exemption and reseller certificates and acts as a system of recordHoverTT.png exemption certificates.

To begin using CertCapture:

To find out how to subscribe to CertCapture or to upgrade to it from the ECMS service, send an email to sales@certcapture.com.

Exempt using the Avalara Exemption Certificate Management System (ECMS)

The Avalara Exemption Certificate Management System (ECMS) is a free service included with each AvaTax account. However, unlike CertCapture, ECMS is not a system of record storing and managing exemption certificates. ECMS does not store the exemption certificates themselves, only data about the exemption certificates called exemption certificate entries. AvaTax uses the information to exempt appropriate transactions from sales tax, but you're still required to save physical or digital copies of valid exemption certificates on site.

To begin using ECMS:

Exempt using exemption certificate numbers

Use an exemption certificate number in Microsoft Dynamics AX to exempt customers.

Exempt using entity/use codes

Exempt customers using the Entity/Use Code field within Microsoft Dynamics AX and send that information to AvaTax using a pre-defined exemption code reason or a custom reason.

Next steps

Once you've exempted the necessary customers, manage the taxability of your products and services.