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Copy an exemption

This article applies to:AvaTax

After you add details about a customer's exempt status, copy an exemption to create a new one.

Before you begin

You must stop applying an exemption before you can copy it.

Steps

  1. In AvaTax, select Exemptions.
    The Customer Exemptions page opens.
  2. Find your exempt customer in the list and select View exemptions.
  3. Find the exemption in the list and select Details.
  4. Select Use This Template to create a new one, or select Copy at the bottom of the page.
  5. Modify the exemption details, and then select Save.
    • Expiration - Set the date that the exemption no longer applies to the customer.
    • Blanket vs Single - Apply the exemption to all transactions, or only to transactions with a specific invoice or PO number.
  6. Select Save.

A copy of the exemption is created and is applied based on the effective and expiration dates. 

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