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Change the way Avalara handles certificates

This article applies to:Exemption Certificate Management Pro

Customize how Avalara prioritizes exemption information for your customers.

Steps

  1. In the Avalara Home page menu, go to Settings > All settings
  2. Next to Advanced account settings, select Manage.
  3. Under Exemption certificate handling, select the way you want to exempt customers.
    • If there's a certificate record, use the certificate instead of invoice information
      Exempt the invoice if the customer has a certificate. If they don't, exempt the invoice if it has exemption information.
    • Always exempt by invoice information, ignore certificate records
      Exempt an invoice only if it has exemption information. Ignore the certificate records.
    • Require an exemption certificate record and ignore invoice information
      Exempt an invoice only if the customer has a certificate. Ignore exemption information on the invoice.
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