Avalara Exemption Certificate Management Pro
Shortcuts
Get started using Avalara Exemption Certificate Management (ECM) Pro- Learn how to set up Avalara ECM to manage your exempt customers.
- Set up Avalara ECM Pro
- Import customers
- Transition from CertCapture to Exemption Certificate Management
- Transition from TTR ECMS to Exemption Certificate Management
Request certificates
- Request a certificate from a customer
- Request certificates from multiple customers
- Track certificate requests
- Request new certificates automatically for expiring certificates
Review certificates
- Review incoming certificates
- Add a certificate
- Save a certificate as valid
- Save a certificate as invalid
- Add attachments to a certificate
- Add comments to a certificate
- Create a single-use certificate
Manage customers
- Add an exempt customer
- Edit customer details
- Delete a customer
- Parent and child relationships
- Link parent customer to a child customer
- Add tax regions
Manage certificates
- Certificate status in ECM
- Change certificate details
- Delete a certificate
- Pause and resume a certificate
- Change the way Avalara handles certificates
- Multi-jurisdictional certificates
- Active and inactive certificates
Automatic validation of certificates
- Automatic validation of certificates
- Supported certificates for automatic validation
- Disable the automatic validation of certificates
Reports
- View ECM reports
Release Notes
- ECM Pro release notes