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Avalara Help Center

Do I need to add taxable customers in CertCapture?

Overview

You want to know if you need to create all customers in CertCapture, or if you only need to add tax exempt customers.

Environment

Avalara CertCapture

Resolution

  • You do not need to add taxable customers CertCapture
    • Most users add exempt customers only because taxable customers do not have a certificate image to store
    • If you want to add a customer and mark them taxable, create the customer record and then add a TAXABLE override on the Taxability tab of the customer record (Taxability > +Add Override)