This article applies to:Avalara AvaTax Update
Ask your customers for exemption documents when their current exemption has expired or you need a copy for an audit.
Before you begin
You may need to:
- In AvaTax Update, go to Exemptions, find your customer, and then click Request Exemption.
- Enter the customer's name and email address.
- Text added to the Note field is inserted into the beginning of the request email.
- Click Send Request.
Customers receive an email containing a secure link and instructions for completing a new exemption document.