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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. On the NetSuite toolbar, on the Lists menu, point to Relationships and then click Customers.
  2. Next to any customer, at the left, click Edit.
  3. On the Customer page, click Address, and then click Retrieve Certificate(s) or Retrieve Certificate(s) Status.
  4. On the Avalara menu, point to Exempt Certificates/Status, and then click Get Certificates/Status.
  5. On the Get Certificate(s)/Status page, next to Customer, type a customer's name, and at the upper left, follow one of these steps:
    • Click Retrieve Certificate(s) and in the Certificate(s) Details screen, under AvaTax Certificate(s) Details, view the status of certificates for that customer.
    • Click Retrieve Certificate(s) Status and in the Certificate(s) Details screen, under AvaTax Certificate(s) Details, to the left of the certificate that you want to download, click Get Image.
  6. At the top right, next to Select File Format, select either PNG or PDF.
  7. At the top left, click Get Certificate.
  8. On the View Certificate page, at the top right, click >> and then click Download.