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Request exemption certificates from customers

This article applies to:AvaTax

Ask your customers for exemption certificates when their current exemption has expired or you need a copy.

Before you begin

Steps

  1. In AvaTax, select Exemptions.
    The Customer Exemptions page opens.
  2. Find the customer whose documents you want to request and select Request Certificate.
  3. Enter the customer's name and email address.
    Text added to the Note field is inserted into the beginning of the request email.
  4. Select Send Request.

Customers receive an email containing a secure link and instructions for completing a new exemption document.

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