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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 in order to save a copy for your records.

Retrieve certificate(s) status

  1. Go to Cards > Sales > Customer.
  2. In the Customer Maintenance window, click Address.
  3. In the Customer Address Maintenance window, go to Additional and click Retrieve Certificate(s) Status.
  4. In the AvaTax Exemption Certificate Status window, you can see the list of exemption certificates and their request status. Click Ok.

    GP_Certs4.png

    The Request stage can be any 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 Certs.

    The Request Status can be Open or Closed.

Retrieve certificate(s) 

  1. Go to Cards > Sales > Customer.
  2. In the Customer Maintenance window, click Address.
  3. In the Customer Address Maintenance window, go to Additional and click Retrieve Certificate(s).
  4. In the AvaTax Exemption Certificate Retrieve window:
    1. To download the certificate, click the following buttons and follow the steps on your computer for downloading a document.
      • To download the certificate in .png format on your local machine, click Get Certificate as PNG.
      • To download the certificate in .pdf format on your local machine, click Get Certificate as PDF.
    2. Click Close.

    GP_Certs5.png

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