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Upload an exemption certificate image to an existing exemption

This article applies to:AvaTax

If you've added customer exemption details to AvaTax without uploading a copy of the certificate image, you can upload the certificate image later on.

Before you begin

Add a customer to AvaTax if you haven't already.

Steps

  1. In AvaTax, select Exemptions.
    The Customer Exemptions page opens.
  2. Find your exempt customer in the list and select View Exemptions.
  3. Find the exemption to which you want to upload an image, then select Details.
  4. In the Add a PDF of the Certificate section, select Upload a Certificate.
  5. Drag the file to upload it, or select Browse Instead to find the file on your computer.

The exemption certificate image is now stored in AvaTax. Select View Exemptions to review a customer's exemption details.

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