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Change default exemption settings

This article applies to:Avalara AvaTax Update

Exemption records can exist in Exemptions or in CertCapture. When we refer to exemption records in this article, we're referring to exemption records in either place.

Steps

  1. In AvaTax Update, go to Settings > All AvaTax Settings. 
  2. Next to Advanced Account Settings, click Manage.
    The Advanced Account Settings page opens. 
  3. Under Exemption Certificate Handling, select the way you want to exempt customers.
    • If there's a certificate record, use the certificate instead of invoice information
      Exempt an invoice if an exemption record exists for the customer. If there's not an exemption record, exempt the invoice if it has an entity use code or an exemption number.
    • Always exempt by invoice information, ignore certificate records
      Exempt an invoice only if it has an entity use code or an exemption number. Ignore exemption records.
    • Require an exemption certificate record and ignore invoice information
      Exempt an invoice only if an exemption record exists for the customer. Ignore the entity use code or the exemption number on the invoice.
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