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How do I remove an exposure zone in CertCapture?

Overview

My customer is showing an Exposure Zone in a State that I do not need an exemption certificate for.

Environment

Avalara CertCapture

Resolution

  • If the Exposure Zone is linked to the ShipTo states for a customer and removal is needed:
    • Pull up the Customer Record
    • Click on the ShipTo tab
    •  Right Click on the state matching the exposure zone that is not needed
    • Unlink ShipTo State