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Add a customer to AvaTax

This article applies to:AvaTax

First, add details about your exempt customers to AvaTax. Then, add exemption details about that customer. Alternatively, import customers and exemption details at the same time.

Before you begin

Steps

  1. In AvaTax, select Exemptions.
    The Customer Exemptions page opens.
  2. Select Add an Exempt Customer.
  3. Enter your customer's information, and then select Save.
    Select Validate Address so AvaTax knows which jurisdictions to include.
    • Customer Name: Enter your customer's name as it appears on exemption documents.
    • Customer Code: Enter a unique code to identify your customer. This code should match the customer code in your business application.
  4. Select Save Exempt Customer.
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