|Column||Column heading||Value type (Maximum)||Required?||Description|
|A||Certificate Process Code||Integer (1)||Required||
This column controls whether you are creating a new exemption certificate, updating an existing certificate, or invalidating an existing certificates.
0 - Invalidate existing certificate
1 - Create new certificate
2 - Update existing certificate
Avalara assigns a unique Certificate ID to each exemption certificate. This is the AvaCert Id number on exemption reports.
If you're creating a new certificate, leave this field blank.
If you're updating or invalidating an existing certificate, this field is required.
|C||Customer Code||Text (50)||Required||Unique customer code. This is matched with the customer/vendor code during tax calculations to locate an exemption certificate entry.|
|D||Customer Name||Text (100)||Required||The name of the customer on the exemption certificate.|
|E||Address 1||Text (50)||Required||
The first line of the customer’s primary business address as it appears on the exemption document.
All address information should identify the customer’s primary business address.
|F||Address 2||Text (50)||Optional||The second line of the customer’s primary business address, if needed.|
|G||City||Text (50)||Required||The customer's city.|
|H||Country||Text (2)||Required||The two-character country abbreviation for the customer. If this field is blank, AvaTax assumes US.
US = United States
CA = Canada
Abbreviations for other countries can be found on the ISO website.
|I||Region||Text (3)||Required||The two- or three-character region (state, province, or territory) ISO code.|
|J||Postal Code||Text (10)||Required||The customer's ZIP or postal code.|
|K||Certificate Type||Text (50)||Required||Type of certificate. Use the following text values:
BLANKET - Blanket certificate
When using SINGLE, an Invoice/PO No is required in Column L.
|L||Invoice/ PO #||Text (50)||
Purchase order or invoice number.
Only required if Certificate Type is SINGLE.
|M||Business Type Number||Integer (2)||Required||
Type of business.
1 = Accommodations and food services
2 = Agricultural, forestry, fishing, and hunting
3 = Construction
4 = Finance and insurance
5 = Information, publishing, and communication
6 = Manufacturing
7 = Mining
8 = Real estate
9 = Rental and leasing
10 = Retail trade
11 = Transportation and warehousing
12 = Utilities
13 = Wholesale trade
14 = Business services
15 = Professional services
16 = Educations and healthcare services
17= Nonprofit organization
18 = Government
19 = Not a business
20 = Other (requires Business Type Description in Column N)
|N||Business Type Description||Text (255)||
Description of business type.
Only required if Business Type = 20.
|O||Exemption Reason||Text (1)||Required||Why the customer should be exempt. Some exemption reasons are only applicable in the United States or Canada.
A = Federal government (US-only)
B = State government (US-only)
C = Tribe / Status Indian / Indian Band (US / CA)
D = Foreign diplomat (US / CA)
E = Charitable or benevolent org (US / CA)
F = Religious (US / CA)
G = Resale (US / CA)
H = Commercial agricultural production (US / CA)
I = Industrial production / manufacturer (US / CA)
J = Direct pay permit (US-only)
K = Direct mail (US-only)
L = Other (requires Exempt Reason Desc) (US / CA)
M = Educational (US / CA)
N = Local government (US-only)
P = Commercial aquaculture (CA-only)
Q = Commercial fishery (CA-only)
R = Non-resident (CA-only)
|P||Exemption Reason Desc||Text (255)||
Description of exemption reason.
Only required if Exemption Reasons = L.
|Q||Exemption Number||Text (50)||Required||
The exemption certificate number associated with the issuing region.
If you include dashes in the number, AvaTax removes them when they're imported.
|R||Exemption Number Type||Text (50)||Optional||The type of exemption number. If this field is blank, AvaTax treats it as the taxpayer ID.
TIN - Exemption number or taxpayer ID
FEIN - federal employee identification number
DLN - Driver's license number
FDN - Foreign diplomat number
|S||Issuing Country||Text (2)||Required||
The two-character ISO-standard abbreviation of the country that issued the exemption certificate.
Use CA for Canada (GST) to create country-level exemptions when Canada is the issuing country.
|T||Issuing Region||Text (2)||Required||
The two-character abbreviation of the region (state, province, or territory) that issued the exemption certificate.
|U||Effective Date||Date (10)||Required||Effective date of the exemption certificate in mm/dd/yyyy format.|
|V||Expiration Date||Date (10)||Required||Expiration date for the exemption certificate in mm/dd/yyyy format.|
This article applies to:Avalara AvaTax Update