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Guidelines for the exemptions import template

This article applies to:Avalara AvaTax Update
Column Column heading Type (size) Use Description
A ECMS Cert ID Integer Optional

This column doesn't impact your import file. Leave it blank.

B AvaCert Id Integer Optional A unique number AvaTax Update uses to apply exemptions instead of ECMS Cert ID, but only if Always exempt by invoice information is selected in your Advanced Account Settings.
C 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.

D Issuing Region Text (2) Required

The two-character abbreviation of the region (state, province, or territory) that issued the exemption certificate.

E Exemption No 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.
F Exemption No 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

G Eff Date Date (10) Required Effective date of the exemption certificate in mm/dd/yyyy format.
H End Date Date (10) Required Expiration date for the exemption certificate in mm/dd/yyyy format.
I Company Code Text (50) Optional

This column doesn't impact your import file. Leave it blank.

Imported exemptions are added to the company you're currently signed into when uploading the import file.

To import exemptions to another company, switch to that company in AvaTax and re-import exemptions.

J 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.
K Cert Type Text (50) Required Type of certificate. Use the following text values:

BLANKET = Blanket certificate
SINGLE = Single use certificate, for a single purchase order or invoice (requires Invoice/PO No)

L Invoice/PO No Text (50)

Conditional

Purchase order or invoice number.

Only required if Cert Type = SINGLE.

M Business Type Integer 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 Desc)

N Business Type Desc Text (255)

Conditional

Description of business type.

Only required if Business Type = 20.

O Exemption Reason Text (1) Required Reason for exemption. 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 Exempt Reason Desc Text (255)

Conditional 

Description of exemption reason.

Only required if Exemption Reasons = L.

Q Customer Name Text (100) Required Name of the customer on the exemption certificate.
R 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.

S Address 2 Text (50) Optional Address line 2 for the customer.
T Address 3 Text (50) Optional Address line 3 for the customer.
U City Text (50) Required City name for the customer.
V Region Text (3) Required The two- or three-character region (state, province, or territory) ISO code.
W Postal Code Text (10) Required ZIP or postal code for the customer.
X 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

If you're importing exemption certificates, the two-character country abbreviation is required. A list of supported abbreviations for other countries are found on the ISO website.

Y Cert Status Text (10) Required

Set this to Active.

Z Review Status Text (10) Required

Set this to Accepted.

AA Last Trans Date Text (10) Optional

Date of the last transaction the exemption certificate applies to, in yyyy-mm-dd or mm/dd/yyyy format.

Used for reporting purposes after exemptions have been added, not required for initial import.

AB Applied Text (10) Optional

The status of the submitted exemption: Applied, Not Applied. 

Used for reporting purposes after exemptions have been added, not required for initial import.

AC Created Date Text (10) Optional

Date the exemption certificate was created, in yyyy-mm-dd or mm/dd/yyyy format.

Used for reporting purposes after exemptions have been added, not required for initial import.

AD Modified Date Text (10) Optional

Date the exemption certificate was last modified, in yyyy-mm-dd or mm/dd/yyyy format.

Used for reporting purposes, not required for initial import.

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