Change the way Avalara handles exemption certificates
This article applies to:Exemption Certificate Management Pro
Customize how Avalara prioritizes exemption information for your customers.
Steps
- In the Avalara Home page menu, go to Settings > All AvaTax settings.
- Next to Advanced account settings, select Manage.
- 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 an invoice if the customer has an exemption 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 exemption certificate records. - Require an exemption certificate record and ignore invoice information
Exempt an invoice only if the customer has an exemption certificate. Ignore exemption information on the invoice.
- If there's a certificate record, use the certificate instead of invoice information