Skip to main content
Avalara Help Center

Request exemption documents from customers

This article applies to:Avalara AvaTax Update

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

Before you begin

Steps

  1. In AvaTax, select Exemptions.
  2. Find the customer you want to make a request from 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.

  • Was this article helpful?