If your company uses CertCapture, you can request exemption certificates from one customer at a time in QuickBooks Desktop. If you want to request exemption certificates from many customers at once, you have to make the request directly in CertCapture.
- In QuickBooks Desktop, go to File > AvaTax > Utilities and then select Avalara CertCapture.
- Select the customer whose certificate you want to request.
- Go to the Initiate an Exemption Request tab.
- Under Send Method section, select a communication option to complete the exemption certificate request.
- Add custom instructions when you select the Communication Mode as Fax.
- Select Initiate Certificate Request.
A message displays letting you know whether the request was successful. You also receive a tracking code.