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Avalara Help Center

Set up Avalara Exemption Certificate Management (ECM) - 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.

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 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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