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Audit your exemption records in AvaTax

This article applies to:AvaTax

Audit your exempt customers and their certificates each month to remain compliant. 

Before you begin

These videos explain the basics of exemption management:

Steps

  1. Review your exempt customer records and verify you have a valid exemption certificate on file for each of them.
  2. Review your exemption certificates to manage missing, expired, soon-to-expire, and invalid compliance documents.

Tip icon

Select View All Exemptions to see all of your company's exemption certificates with ID, Issuing Region, Active Date, Expiration Date, and Status columns.

 

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