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Add an exempt customer - ECM Essentials

This article applies to:AvaTax

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We're currently migrating AvaTax Exemptions customers to our new exemption certificate management product, Avalara Exemption Certificate Management (ECM) Essentials.

If you've found this page and the instructions don't match your experience, find the help you need for AvaTax Exemptions in the AvaTax user guide.

Add customers that are exempt from sales and use tax, and then enter details about their exemption certificates. Alternatively, import customer and certificate details at the same time.

Before you begin

Steps

  1. In the menu, select Exemptions > Customers.
  2. Select Add a customer.
  3. Enter your customer's information.
    1. Customer name: Enter your customer's name as it appears on exemption documents.
    2. Customer code: Enter a unique code to identify your customer. This code should match the customer code in your business application.
  4. Choose what you want to do next:
    1. Save: Save the customer record and return to the Customer page.
    2. Save and add certificate: Save the customer record and continue to add exemption certificate details for the customer.
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