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Avalara Help Center

How Do I Import Exemption Certificates into the Admin Console?

Overview

You want to add several exemption certificateHoverTT.png entries at once in the Admin Console using ECMS.

Environment

AvaTax

Resolution

  • Prepare an exemption import spreadsheet using the template:
    • Go to Organization > Exemptions > Import > select the template > Download
  • On the Tools tab, click Import Data.
  • From the Type menu, select Exemption Certificates.
  • From the Company menu, select the appropriate Admin Console company you will be importing into.
  • Click the Choose File and select the prepared Exemption Import file mentioned in step 1.
  • Click Upload.

Next steps

For more information, read add an ECMS exemption certificate entry.