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Avalara Help Center

How can I force exempt sales to require an exemption certificate in CertCapture?

Overview

You want to limit how a sale can be made exempt by disabling the use of exemption certificate numbers and entity use codes, so that a customer must have a full exemption profile in CertCapture to make a sale exempt.

Environment

Avalara AvaTax

Avalara CertCapture

Resolution

  • Go to the Admin Console and make exemptions required:
    • Go to Settings  Exemption Certificate Options Enable Exemption Certificate Management System (ECMS) > Required > Save