Add exemption certificate details for a customer
This article applies to:AvaTax
After you add a customer to AvaTax, add exemption certificate details for that customer. Alternatively, import customers and exemption details at the same time.
Before you begin
- Add an exempt customer if you haven't already.
- Change the way Avalara handles exemption certificates if needed.
- Customers participating in the Avalara SST program must include Business Type and Description information for each exempt customer. See SST exemption requirements.
- Instead of uploading a certificate or creating a certificate record, request an exemption certificate from your customer.
Steps
- In the Avalara Home page menu, select Exemptions > Customers.
- Find the customer you want to add a certificate to, and select Add a certificate.
- Enter the certificate details.
After you enter the regions covered by the certificate, Region details and certificates fields appear.- Business Type is required if you're participating in the Avalara SST program.
- You can only add a region if the reason for the exemption is valid there.
- Add region-specific details, and upload an image of the certificate.
- Type of exemption number: This is typically an exemption number or taxpayer ID. Certain certificates may require a Foreign Diplomat Number, Driver's License, or FEIN.
- Exemption number: The unique identifying number from the customer document.
- Request a certificate from the customer: Send an email to your customer with a secure link to complete and return the right certificate.
- Select Save.
Certificates are active and applicable in AvaTax based on the effective and expiration dates.