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Copy an exemption certificate - 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.

After you've stopped applying an exemption certificate, copy it to create a new one for your exempt customer.

Before you begin

You need to stop applying an exemption certificate before you can copy it.

Steps

  1. In AvaTax, select Exemptions > Customers.
  2. Select the customer code for the customer with a certificate you want to copy.
    The customer record opens.
  3. Select the Exemption Certificates tab.
  4. Select the certificate ID for the certificate you want to copy.
    The certificate record opens.
  5. Select Use this as a template.
  6. Make any necessary changes to the certificate.
    • Expiration: When the exemption no longer applies to the customer. Select the date to change it.
    • Limit this certificate to one document or purchase order: When selected, enter the document or purchase order number you want to apply the certificate to.
  7. Select Save.

A copy of the certificate is created and is applied based on the effective and expiration dates.

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