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Avalara Help Center

View the status of a CertCapture exemption certificate request in QuickBooks Desktop

Once you request an exemption certificate from a customer, you can check the status of your request.

Steps

  1. In QuickBooks Desktop, go to File > AvaTax > Utilities and then select Avalara CertCapture.
  2. Select the customer whose exemption certificate status you want to check. 
  3. Go to the Retrieve Certificate Status tab to see a list of exemption certificates and their request status.
    • REQUESTINITIATED means you sent the email, fax, or letter to the customer.
    • CUSTOMERRESPONDED means the customer received the exemption certificate request and responded to it by entering the wizard, but hasn’t yet faxed the certificate. 
    • CERTIFICATERECEIVED  means the customer faxed the certificate to CertCapture.

    The Request Status can be Open or Closed.

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