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Avalara Help Center

Add a customer to Exemptions

This article applies to:Avalara AvaTax Update

Add a customer to Exemptions to exempt that customer from sales tax. Alternatively, import customers and exemption details at the same time.

Before you begin

Tell AvaTax how to exempt customers.

Customers participating in Avalara's SST program must include Business Type and Description information for each exempt customer. See SST Exemption Requirements.

Steps

  1. In AvaTax, click Exemptions and then click Add an Exempt Customer.
  2. Enter your customer's information, and then click Save.
    • 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.
    • Address: Your customer's address. Use Validate to verify the correct jurisdictions are applied.
  3. Click Save exempt customer.
  4. Add exemption details for the customer.

Result

Your customer's profile is ready for exemption details.

See also

Add exemption details to a customer in Exemptions
Request exemption documents from customers in Exemptions

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