Audit your exempt customers and their certificates each month to remain compliant.
Before you begin
These videos explain the basics of exemption management:
Audit your exempt customers
Review your exempt customer records and verify you have a valid exemption certificate on file for each of them.
Audit valid certificates
Review your exemption certificates to manage missing, expired, soon-to-expire, and invalid compliance documents.
- Run a Sales Tax Exemption Certificate Report in AvaTax and look for documents that are expired or about to expire.
- Send customers with expired certificates a request for exemption certificates.
Select View All Exemptions to see all of your company's exemption certificates with ID, Issuing Region, Active Date, Expiration Date, and Status columns.