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View and Download Exemption Certificates

This article applies to:Avalara AvaTax for NetSuite

Learn how to view and download exemption certificatesHoverTT.png in AvaTax for NetSuite.

View and download exemption certificates

To view and download exemption certificates, follow these steps:

  1. In NetSuite, go to Lists > Relationships, and then click Customers.
  2. Next to any customer, click Edit.
  3. On the Customer page, click Address, and then click Retrieve Certificate(s) or Retrieve Certificate(s) Status.
    • If you select Retrieve Certificate(s), on the Certificate(s) Details screen, under AvaTax Certificate(s) Details, view the status of certificates for that customer.
    • If you select Retrieve Certificate(s) Status, on the Certificate(s) Details screen, under AvaTax Certificate(s) Details, to the left of the certificate that you want to download, click Get Image.
  4. At the top left, click Get Certificate.
  5. On the View Certificate page, at the top right, click >> and then click Download.