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Manage exemption certificates for the customers of your company

This article applies to:AvaTax for QuickBooks Desktop

The Exemptions feature of Avalara AvaTax lets you add customers for exemption, debar customers from the exemption, receive exemption certificates, export exemption information, and more.

Add customers to your company’s CertCapture customer catalog

Steps

  1. On QuickBooks Desktop, select File > AvaTax > Preferences to open the AvaTax connector's Account page.
  2. Click Exemptions in the navigation pane. The Exemptions page is displayed.
  3. Click the Add Customer tab to open the Add Customer page.
  4. Provide your customer’s name, latitude/longitude, address, and contact information. Entries marked with asterisk (*) are mandatory.
  5. (Optional) To view validated address in capital letters, select the Validate in uppercase check box.
  6. (Optional) To validate your customer address (the ship-to address), click the Validate address button.

    When the Use validated address toggle button is turned on, it restricts transactions if AvaTax finds the address invalid.
     

    Tip icon

    Address validation ensures accurate tax calculation and is chargeable.
  7. (Optional) To continue with the transaction even if the address is invalid, turn the Use validated address toggle button off.
  8. Click Save and return.

    A message confirms that the customer is added.

Request an exemption certificate

After you have added a customer to your company’s CertCapture customer catalog, request an Exemption certificate for them.

Steps

  1. On QuickBooks Desktop, select File > AvaTax > Preferences to open the AvaTax connector's Account page.
  2. Click Exemptions in the navigation pane. The Exemptions page is displayed.
  3. Click the Request Exemption Certificate tab.

    The Request Exemption Certificate page is displayed.
  4. From the Customer drop-down list, select a customer for whom you want to request an exemption certificate.
  5. Select a request method. Valid options are:
    • Email

    • Fax

    • Download

  6. Click Send request. You receive the following message:

    "Request sent. Tracking code is <linked code number>."
  7. Click the tacking code link to go to Avalara CertExpress.
  8. Select the I accept the Avalara Terms & Conditions check box, and then click Go.

    The Avalara CertExpress page displays the customer name on the top of the page.
  9. Expand Review your company information by clicking the down arrow to view and confirm your company information.

Download an exemption certificate

After you have requested an exemption certificate, download the certificate as a .pdf file or as a .png image.

Steps

  1. On QuickBooks Desktop, select File > AvaTax > Preferences to open the AvaTax connector's Account page.
  2. Click Exemptions in the navigation pane. The Exemptions page is displayed.
  3. On the Exemptions page, select the customer name for whom you want to download the exemption certificate.
  4. Click the Download Certificate tab. You get two options to down the certificate:
    • PDF

    • PNG

  5. Select the option of your choice.
  6. On the download dialog, enter:
    1. Location where you want to save the certificate.

    2. File name by which you want to save the certificate.

  7. Click Save.
  8. A confirmation message is displayed at the bottom of the screen: “Certificate successfully downloaded.”

Export exemption information

After an exemption certificate is ready, you can export its details as a .csv file.

Steps

  1. On QuickBooks Desktop, select File > AvaTax > Preferences to open the AvaTax connector's Account page.
  2. Click Exemptions in the navigation pane. The Exemptions page is displayed.
  3. On the Exemptions page, select the customer name(s) whose exemption information you want to export.
  4. Click the More tab, and then click Export.

    You receive a pop-up message: "File exported successfully."
  5. Click OK to exit.

Debar a customer from exemption

You can debar a customer from exemption when it's not required any more.

Steps

  1. On QuickBooks Desktop, select File > AvaTax > Preferences to open the AvaTax connector's Account page.
  2. Click Exemptions in the navigation pane. The Exemptions page is displayed.
  3. On the Exemptions page, select the customer(s) that you want to debar from exemption.
  4. Click the More tab, and then click Delete.

    A confirmation message is displayed at the bottom of the screen stating that the customer is deleted.

Tip icon

To refresh the exemption table, click More > Refresh.
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