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Avalara Help Center

How can I make a customer taxable in CertCapture?

Overview

A customer has told you that they are not exempt in a particular state and you want to mark them as taxable there to prevent certificate requests and remove the EXPOSURE warning from that state.

Environment

Avalara CertCapture

Resolution

  • Open customer record > Taxability Info tab > click +Add Override > select state, Taxable, fill out all fields and save

 

Note: You will not be able to request an exemption certificate for this state unless you click Send Request on the customer record, or choose to include requests to Taxable customers in your mailing campaign.