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Avalara Help Center

How can I export certificate information from the admin console?

Overview

You want to know how to export your exemption certificate information from the Admin Console.

Environment

Avalara AvaTax

Resolution

  • There are two ways to export certificates from the AvaTax Admin Console.
  • After logging into the admin console
  • Click Organization
  • Click the Exemptions Icon for the company in question
    • Select the Exemption info via checkboxes or select the checkbox  in the header for all
    • Click Export
  • OR
  • Click "Reports" > "Export Reports" > "Exemption Certificates"
    • Click "Generate
    • Note: The Reports update process is initiated every hour on the hour and takes about 20 minutes to complete.
      • This means an exemption added by 1:59 PM, would be on the report by 2:20 PM and an exemption added at 2:01 PM will be on the reports by 3:20 PM