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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.

Steps

  1. In AvaTax Update, click Exemptions and then click Add an Exempt Customer.
  2. Enter your customer's information:
    • 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.
    • Customer Type: Select your customer's industry. This is important for assigning entity use codes to your customer when you add exemption details.
    • Customer Description: This field is only required when Customer Type is set to Other.
  3. Enter your customer's address and click Validate to verify the correct jurisdictions are applied.
  4. Click Save.

Result

Your customer's profile is now recorded in Exemptions.

See also

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

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