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My customer uses a d/b/a name on their Exemption Certificate. Must the name on the certificate match the name in our accounting system?

Overview

You have a customer whose name in your ERP does not match the name on their Exemption Certificate. You want to know if these names must match in order to apply the exemption.

Environment

AvaTax CertCapture

Resolution

  • When validating certificates (within CertCapture or ECMS), the Customer Code is applied to the certificate. While the name and/or d/b/a name of the company will enable humans reading the records to more easily keep track of various entities, Avalara Products use the Customer Code (most often generated by your ERP) to link the different records.