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Avalara Help Center

Copy an exemption

This article applies to:Avalara AvaTax Update

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

Steps

  1. Find your exempt customer in the list and click View exemptions.
  2. Find the exemption in the list and click Details.
  3. Click Use this template to create a new one, or click Copy at the bottom of the page.
    • This option is only available after an exemption has been stopped.
  4. Modify the exemption details, and then click Save.
    • Expiration - When the exemption no longer applies to the customer.
    • Blanket vs Single - Apply the exemption to all transactions, or only transactions with a specific invoice or PO number.
  5. Click Save.

Result

A copy of the exemption is created and applies to AvaTax Update based on effective and expiration dates. 

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