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Avalara Help Center

How do I remove a state from a customer record in CertCapture?

Overview

You see a state attached to a customer where they don't need to provide an exemption certificate. You want to know how to remove that state from their customer profile.

Environment

CertCapture

Resolution

  • Pull up the customer record
    • Go to the ShipTo tab
    • Right-click the State
    • Click Unlink ShipTo State to remove it

Next steps

For more information, see Edit or Remove Details about Customers.