This article applies to:AvaTax
Exemption certificates in ECM can have one of several statuses:
The information on the certificate has been reviewed and marked as valid. If you use AvaTax, the certificate is applied to transactions that match the certificate details.
The information on the certificate is incomplete or incorrect. The certificate cannot be used to exempt a customer from sales tax in AvaTax.
The certificate's expiration date is a date in the past. The certificate is still applied to transactions that occurred before its expiration date.
The exemption has been voided and no longer applies to AvaTax transactions, regardless of when they occur.
Set up ECM
Add an exempt customer
Add exemption certificate details for a customer
Stop applying an exemption certificate
Options for exempting customers from tax