Skip to main content
Avalara Help Center

How do I make a customer exempt in the AvaTax Admin Console using the ECMS system?

Overview

You want to know how to make a customer exempt in the Admin Console using the ECMS system.

Environment

Avalara AvaTax

Resolution

  • In the AvaTax Admin Console, go to Organization > Exemption > New
    • Fill in the customer details
      • Under Certificate information select Blanket, if this is to be for more than one transaction
      • Enter the invoice/P.O. Number for the invoice in question if certificate is for a Single Use
    • Complete the rest of the certificate details
  • Save