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Avalara Help Center

How do I mark customers as taxable in CertCapture


You want to mark your customers as taxable so they do not show up when searching for customer's with missing certificates.




  • Locate the customer in question
  • In the Taxability Info tab > Add Override 
  • Choose the state the customer is for and exempt reason of Taxable
  • To remove the override just right-click on the existing override and choose Remove Override 
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