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Edit exemptions in AvaTax

This article applies to:AvaTax

Edit your exemption's expiration date or application type.

Before you begin

Steps

  1. In AvaTax, select Exemptions.
  2. Find your exempt customer in the list and select View Exemptions.
  3. Find the exemptions to edit and select View Details.
  4. Only Expiration Date and Exemption Type can be changed.
    • Expiration - When the exemption no longer applies to the customer. Select the date to change it.
    • Blanket vs Single - Apply the exemption to all transactions, or only transactions with a specific invoice or PO number.
  5. Select Save.
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