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Audit your exemption records in Exemptions

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

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.

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