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Avalara Help Center

How do I unlink a certificate from a customer?

Overview

Unlink a certificate from a CertCapture customer. 

Environment

CertCapture

Resolution

  1. Find your customer record and then click the Taxability tab.
  2. Right-click the certificate and select Unlink.

CertCapture-Unlink-Cert.png

Unlink Multi-jurisdictional Certificates and Ship Tos

CertCapture supports one exempt reason per document. Unlinking a certificate removes the exemption for that specific customer. 

Ship To states and zones can be removed independently of the certificate attached to a customer record. Learn more about Bill to and Ship To Customers.

 

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