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Avalara Help Center

What exempt reason code should I use when a customer states that a certificate is valid for other states?

Overview

You have a certificate with another state's exemption number and you want to use it because the state accepts exemptions from other states, but you want to know how you should classify the exemption in the service.

Environment

Avalara CertCapture

Resolution

  • We recommend that you use the Direct Pay exemption reason to mark that they are exempt, but not registered with that state directly.
  • Typically most of our customers would require for their customer to provide an exemption from the state directly by providing that state's form, but this exemption reason is in the system so you can easily track those certificates separately if needed.