This article applies to:Avalara AvaTax Update
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
Make sure your exempt customers have valid documents on file.
- Run a customer report for customers without certificates
- Search for all customers that have valid certificates on file
- Run a report in your business application that details customer records flagged as exempt and compare it to your CertCapture report.
- Request documents from customers