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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 for an audit.

Steps

  1. In AvaTax Update, go to Exemptions, find your customer, and then click Request Exemption.
  2. Enter the customer's name and email address.
  3. Text added to the Note field is inserted into the beginning of the request email.
  4. Click Send Request.

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

What does an exemption document request look like to my customer?

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