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Audit your exemption certificate records - 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.

Audit your exempt customers and their certificates each month to remain compliant. 

Before you begin

These videos explain the basics of exemption management:

Steps

  1. Review your exempt customer records and verify you have a valid exemption certificate on file for each of them.
  2. Review your exemption certificates to manage missing, expired, soon-to-expire, and invalid compliance documents.