Sellers are required to collect specific customer information outlined in Section 317 of the Streamlined Sales and Use Tax Agreement.
For more detailed information, see the Streamlined Sales Tax Governing Board website.
Both AvaTax (via the exemptions tab) and CertCapture can be used to manage exemptions.
Customer exemption information must be in the Exemptions tab or CertCapture
Add exempt customers to Exemptions or CertCapture before you process their transactions. Certificate images are optional.
Note: Tax will be calculated if the exempt customer associated with a transaction is missing information.
Exemptions can't be passed on the invoice level
Add your customers in the Exemptions tab or CertCapture to properly exempt them from tax.
Business Type is a required field and must match the information on your exemption document
This ensures compliance with the program rules that require collection of specific exemption information when a paper copy isn't available.
Relevant AvaTax articles
Relevant CertCapture articles