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Retrieve a CertCapture exemption certificate in Microsoft Dynamics GP

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This article applies to:AvaTax for Microsoft Dynamics GP

Once your exempt customer responds to a CertCapture exemption certificate request, download a copy of the certificate.

Steps

  1. In Microsoft Dynamics GP, go to Cards > Sales > Customer.
  2. On the Customer Maintenance screen, select Address.
  3. On the Customer Address Maintenance screen, go to Additional > Retrieve Certificate(s).
  4. On the AvaTax Exemption Certificate Retrieve screen, to download the certificate, choose to download the exemption certificate as a .png or .pdf file, and then follow the steps on your computer for downloading a document.
  5. Select Close.