Onboard an Exempt Customer
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Recipe · 3 steps
Onboard an Exempt Customer
with Avalara · Indirect Tax Management
Create a customer, add an exemption certificate, and verify it.
- Create the customer record under the company.
- Attach an exemption certificate to the company so the exempt customer's sales can be treated as tax-exempt.
- List the company's certificates to confirm the new exemption certificate is on file.
What you'll need to have ready
- companyId: Numeric ID of the company the customer belongs to.
- customerCode: Unique code identifying the customer.
- name: Customer name.
- line1: Customer street address line 1.
- city: Customer city.
- region: Customer state or province code.
- postalCode: Customer postal code.
- country: Customer two-character ISO 3166 country code.
- exemptionNumber: Exemption number printed on the certificate.
- signedDate: Date the certificate was signed (YYYY-MM-DD).
- expirationDate: Date the certificate expires (YYYY-MM-DD).
For your developer
Arazzo workflow avalara:onboard-exempt-customer, 3 operations: postCustomers → postCertificates → queryCertificates. Specs on APIs.io.