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Avalara Help Center

How to I pull exemption certificate information from the Admin Console?

Overview

You want to know how to see Exemption Certificate information in the Admin Console to see what exemptions are currently possible to apply to your Avalara transactions.

Environment

 

Avalara AvaTax

Avalara CertCapture

Resolution

  • Go to Organization > Exemptions
    • Filter by customer number, name, certificate, state etc. > click customer number to see details 
  • To export all go to Reports Standard Sales Tax Reports > Export Reports Exemption Certificates 
    • ​This report updates overnight, so it will show any changes made the day before or prior