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Avalara Help Center

Set up Avalara Exemption Certificate Management (ECM)

This article applies to:AvaTax

Learn how to get started managing your exempt customers:

  • Add or import tax exempt customers and manage them in one place.
  • Edit active exemptions.
  • Request new exemptions by email.
  • Store exemption documents for audits.

If your business participates in the Avalara SST program, you must add exempt customers before processing transactions. See SST exemption requirements.

Steps

  1. In the Avalara Home page menu, select Exemptions.
    The Exemptions page opens.
  2. Select Get Set Up.
    Avalara gets your account ready in the background. This may take a few minutes.
  3. Add your exempt customers using one of these options:
  4. Test your setup.
    Use the tax calculator or create a transaction to make sure that your exempt customers are not charged tax.
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