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Avalara Help Center

Audit Your Exemption Records

This article applies to:Avalara CertCapture

It is a best practice to perform a self-audit each month of your exempt customers and exemption certificates in order to remain compliant. We've gathered some resources to help you learn how to manage your exemption certificates in CertCapture. For each section below, there are videos, user guides, and recorded webinars so you can choose how you want to learn.

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Overview

These videos provides an explanation about the basics of certificate management. In order to exempt sales tax correctly, it's great to have a foundation in exemption certificate management.

PLAY-BLUE-30px.png What are exemptions?
PLAY-BLUE-30px.png What is certificate management?
PLAY-BLUE-30px.png What are exposures and exposure zones?
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Audit your exempt customers

It is a best practice to review your exempt customers and verify that you have a valid exemption certificate on file for them. These user guide pages, recorded webinars, and videos show you how to run reports and send a request to any exempt customers without a valid exemption certificate on file.

GuidesNL-blue-xs.png

Run a customer report for customers without certificates

  Run a report in your accounting system that details customers records flagged as exempt and compare with your CertCapture report.
  If a customer is flagged as exempt in your accounting system but is missing an exemption certificate in CertCapture, add them to CertCapture. Follow the steps in any of the links below:
GuidesNL-blue-xs.png Add customer details
DailyWebinar-Blue-xs.png Add customers
  Once these customers are in CertCapture, follow the steps in any of the links below to send them a request for exemption certificates:
GuidesNL-blue-xs.png Request certificates
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Audit valid certificates

It is a best practice to review your exemption certificates to manage missing, expired, soon-to-expire, and invalid certificates. These user guide pages, recorded webinars, and videos show you how to run reports and send a request to any exempt customers without a valid exemption certificate on file.

GuidesNL-blue-xs.png

Run a certificate report for expired, soon-to-expire, and invalid certificates

GuidesNL-blue-xs.png Request certificates