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
- In AvaTax, select Exemptions.
The Customer Exemptions page opens.
- Find the customer whose documents you want to request and select Request Certificate.
- Enter the customer's name and email address.
Text added to the Note field is inserted into the beginning of the request email.
- Select Send Request.
Customers receive an email containing a secure link and instructions for completing a new exemption document.