Manage your exemption certificates in the cloud.

Avalara CertCapture is a powerful management tool that helps businesses manage sales tax exemption and reseller certificates. An automated document management system limits your audit exposure and ensures that every non-taxable transaction is tracked correctly.

Create, collect, and retrieve any customer's exemption certificate in real time. Reduce the turnaround time for customers providing certificates, accounting personnel, and auditors making requests. CertCapture manages expiration dates and flags upcoming renewals to ensure accurate tax billings. Simple, out-of-the-box integration to sales tax systems like AvaTax reduces implementation and training costs.

Download the CertCapture product datasheet.

CertCapture integrates with hundreds of ERP, accounting, tax decision and POS solutions. When a valid certificate is added, the customer becomes non-taxable. A missing or expired certificate will automatically code the customer as taxable. You are always compliant. A stand-alone option is available.

To learn more about Avalara CertCapture Integrations, download the product sheet.

Managed Services

CertCapture Managed Services is an add-on service to create an automated end-to-end solution. Free up your staff’s time to focus on critical tax reporting. The Avalara managed service team tracks your account and contact customers with expiring certificates. They also review the incoming documents for improved audit resolution. Never worry about your certificate process again.

To learn more about Managed Services, download the product datasheet.


Avalara CertCapture for Retail integrates with your existing tax and order management systems. It creates, validates and manages your sales tax exemption certificate. Making it easier to comply with tax laws and streamline checkout for customers.

Download the product datasheet to learn more about Avalara CertCapture for Retail.


Your customers expect a quick and easy checkout experience online. Unfortunately, most shopping carts do not provide a way to create and update exemption certificates. CertCapture for eCommerce integrates with your existing storefront and tax and order management systems. Allowing your users to create, validate and manage sales tax exemption certificates. Making it easier to comply with tax laws and streamline checkout for customers.

To learn more about Avalara CertCapture for eCommerce, download the product datasheet.

Excise Platform Integration

Companies who buy and sell fuel must have easy access to their licenses and exemption certificates. These documents are critical to prove a tax exemption and avoid audit liability.

Avalara has built-in knowledge of the rules and rates of more than 1900 fuel licenses and exemptions. CertCapture allows for easy management of these critical documents. Reducing administrative costs and avoidance of audit liabilities.

To learn more about Avalara CertCapture for the Excise Platform, download the integration datasheet.

Call us today for more information, 844-418-5000.


Renewal Management

Avalara CertCapture automatically tracks certificate expiration dates and can proactively send renewal requests for certificates about to expire or marked as invalid.

Collection Wizard

Online, rule-based wizard automates the paperless collection of certificates and ensures you only collect valid certificates.

Storage / Retrieval

All collected certificates are stored digitally in a central database to dramatically speed tax-exempt transaction processing and simplify audit preparation and defense.

Certificate Request

Send one or one thousand certificate requests with the click of a button. Avalara CertCapture automatically queues certificate renewal requests for certificates that are about to expire or are invalid.

Start using CertCapture

For more details:

(844) 418-5000

Product Demo

“CertCapture automates the exemption certificate process, and integrates seamlessly with AvaTax Calc, and…”
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“Managing sales tax exemption certificates and W-8 and W-9 Forms is complex and time-consuming, which can…”
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Case Study

“Avalara CertCapture solution mitigates audit risk, reduces penalties, and streamlines processes for Northern Tool + Equipment.”
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