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Exempt customers in CertCapture or Exemptions from Salesforce CPQ

This article applies to:Connector for Salesforce CPQ

Here are some ways to add exemptions to CertCapture and Exemptions from within Salesforce CPQ.

Upload a customer record to CertCapture or Exemptions

  1. On the account object for the customer, make sure the customer address is filled out, and then click Save to Avalara.
    The customer record is added to your company's Avalara exemptions product, and an Avalara-generated customer ID overwrites anything in the AvaTax Exemption Customer ID field.

    Including an email address on the account object isn't mandatory, but it is recommended. Records without an email address upload, but the success message lets you know the email address is missing.

  2. Click Back to return to the customer record, and then add a tax exemption certificate to the customer record with the instructions that follow.

Upload multiple customer records to CertCapture or Exemptions at once

  1. View customer account objects in list view, select the accounts you want to upload to your company's Avalara exemptions product, and then click Add Customer(s) to AvaTax Exemption.
    Customer records upload and a results page displays, with any failed uploads listed in the Error Records section. An Avalara-generated customer ID overwrites anything in the AvaTax Exemption Customer ID field on each customer record that uploads successfully.
  2. Update any accounts displayed in the Error Records section and attempt to upload them again. The most common error that prevents customer records from uploading is a missing customer address.
  3. Add a tax exemption certificate to each customer with the instructions that follow.

Add a tax exemption certificate to a customer

  1. On the account object for the customer, in the Tax Exemption Certificates related list, click New Tax Exemption Certificate.
  2. Fill out the exemption certificate information as usual, including the following Avalara-required fields, and then click Save:
    • Tax Exemption Certificate Name - A name for the exemption certificate to help you to identify it in a list if the customer has multiple certificates
    • Exposure Zone - The jurisdiction that issued the certificate
    • Exemption Reason
  3. In the Files section, click Upload Files, browse to select the certificate image, and then click Open to upload the image to Salesforce CPQ.
    Accepted image types are PDF, JPG, and TIFF.
  4. Close the file upload status dialog box, and then click Save Certificate.
    The exemption certificate metadata is uploaded to your company's Avalara exemptions product.
  5. Click Back to return to the customer record, and then click Upload Document.
  6. Select the certificate image to upload to Avalara exemptions product, and then click Upload.
    The exemption certificate image is uploaded to your company's Avalara exemptions product.

To edit certificate metadata, on the account object for the customer, in the Tax Exemption Certificates related list, click Edit next to the exemption you'd like to edit.

The Del link doesn't delete the exemption from the account object. To delete it, click Edit next to the exemption you'd like to delete, and then click Delete.

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