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Add a customer

This article applies to:Exemption Certificate Management Pro

Add customers that are exempt from sales and use tax, and then enter details about their exemption certificates. Alternatively, import customer and certificate details at the same time.

Before you begin


  1. In the home page, go to Exemptions > Customers.
  2. Select Add a customer.
  3. Enter customer's information, such as:
    • Customer name: Enter your customer's name as it appears on exemption documents.
    • Customer code: Enter a unique code to identify your customer. This code should match the customer code in your business application.
    • Customer's taxpayer ID
    • Customer's primary business address
    • Customer's contact information
    • Tax regions from where customers are expected to submit certificates
  4. Choose what you want to do next:
    1. Save: Save the customer record and return to the Customer page.
    2. Save and add certificate: Save the customer record and continue to add exemption certificate details for the customer.
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