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Avalara Help Center

How Do I Export Exemption Certificate Records?

Overview

You want to export the exemption certificates in the Admin Console.

Environment

Avalara AvaTax

Resolution

  • In order to obtain a copy of ECMS data from within the Admin Console, customers can export their exemption data.

  • On the Reports tab, click Export Reports.

  • From the Select Reports menu, click Exemption Certificates.

  • Fill in the appropriate report criteria.

    • For multi-company users the specific company may need to make a selection within the Company table

  • Users who intend to use the export file in order to Import certificate records into a separate Admin Console company should select the All in the Columns to Export.

  • Select the File Format.

  • Most users will want to select Excel in order to option a properly formatted spreadsheet copy of the ECMS records

  • Click Generate