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Avalara Help Center

How do I add a state to a certificate in ECMS?

Overview

You need to add a state to an existing exemption certificate in the admin console.
 
Environment
Avalara Avatax
ECMS
 

Resolution

  • Go to Organization > click icon under Exemption
  • Pull up the certificate (search by customer name, customer code, or certificate ID)
  • Review: Is the Applied checkbox (on the far right) checked?
    • If so > Open certificate > click Revoke and Copy
    • If not > Open Certificate > click Edit
  • Under "Certificate Information" click the green + Add button > add the state, filling all fields > click the green Save button 
  • Repeat until every state is completed
  • Click Save at bottom

 

Note: If error appears when clicking save, you can remove the state where the exemption would not apply or change the exemption reason.