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Avalara Help Center

Add a certificate

This article applies to:Exemption Certificate Management Pro

Once you've added your customers to ECM, you'll add the certificates that they've sent you. Uploading new certificates for customers with certificates already on file will not replace the existing document. Review the differences between active and historical certificates to learn how ECM uses a set of rules to determine which certificate should be active.

Steps

  1. From the home page, go to Exemptions > Certificates.
  2. Click Add a certificate button.
  3. Find and select a file, and then select Open.
  4. Enter the customer, region, and exempt reason from the certificate.
  5. Select a certificate status.
  6. Click Save.

Note: You can also add a certificate from Exemptions > Review incoming certificates page. 

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