Exemption Certificate Management | Avalara

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Tax type

Sales and use Compliance management for state and local taxes
Property Real and personal property tax management
Consumer use Self-assessment for buyer-owed taxes
Communications Tax management for connected devices and services
Occupancy Tax automation for short-term rental properties
VAT Streamline VAT determination, e‑invoicing, and reporting

Business sizes

Small Tax management for small business owners
Midsize Compliance tools for your accounting team
Enterprise Omnichannel tax management at scale

Business needs

Tax risk assessment Products to estimate where you have tax obligations
Tax calculation Cloud-based products for a variety of tax types
Returns Filing solutions for all business types
Exemption certificates Tax exemption document management
E-Invoicing Global e-invoicing and live reporting
Cross-border Compliance for international taxes and duties
Business licenses Registration and licensing for businesses of all sizes
Point of sale Updated tax content for commercial transactions
1099 and W-9 forms IRS forms management

Industries

Manufacturing Distributors, warehouses, and manufacturers
Retail Brick-and-mortar and ecommerce sellers
Software SaaS, subscriptions, and digital products and services
Construction Contractors, builders, and construction service providers
Hospitality Hotels, resort properties, and chains
Short-term rentals Short-term rental property
Accounting Small, medium, and large accounting firms and practices
Communications Telecom, IT, VoIP, cable, and other connected services
Government and public sector State and local governments and agencies
Supply chain and logistics International traders, shippers, and suppliers
Private equity and venture capital Buyout, growth equity, venture, and credit investors
Fuel & Energy Automated tax compliance for fuel and energy industries
Tobacco & Vape Automated tax compliance for tobacco and vape tax.

Core products and services

Avalara AvaTax Our flagship tax calculation service
Avalara AvaTax for Accounts Payable Automated use tax compliance for your purchasing process
Avalara Returns Returns preparation and filing products
VAT Returns & Reporting Automate VAT return preparation, filing, and compliance
Avalara E-Invoicing and Live Reporting International e-invoicing and reporting compliance
Avalara Exemption Certificate Management Document management for tax-exempt sales

Overview

Our platform The Avalara platform for tax and compliance
Tax software demos See how Avalara products work
Pricing FAQ How Avalara determines pricing for your business
Avalara in Cloud Marketplaces Buy Avalara tax compliance solutions through your preferred cloud marketplace

Additional products and services

Avalara 1099 & W-9 E-filing with the IRS, states, and recipients
Avalara Sales Tax Risk Assessment Nexus risk assessment for selling to the U.S.
Avalara Business Licenses Licensing and registration across the U.S.
Avalara Tax Research Plain-language answers to tax questions
Item Classification Simplify taxability categorization with the power of AI
Avalara Cross-Border Classification, VAT, GST, and customs management
Tariff Code Classification Automate tariff code classification with AI
Avalara Property Tax Real and personal property tax compliance
Streamlined Sales Tax Program 25 states cover the costs for qualified sellers
Avalara Capital Flexible financing for compliance and growth
Avalara Tax Content Updated tax content for commercial transactions

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Developers Preferred Avalara integration developers
Accountants State and local tax experts across the U.S.
Integrations Connect to ERPs, ecommerce platforms, and other business systems

Tools

U.S. sales tax calculator Address-based sales tax calculator
U.S. sales tax rate tables Rates updated each month
U.S. sales tax risk assessment Economic nexus self-assessment
Lodging tax rate lookup Address-based lodging tax calculator
Business license assessment Licensing requirements questionnaire

Featured

Avalara Tax Changes 2026 Clear information about complex issues
State of Finance Our market trends report
Forrester Total Economic Impact™ An independent, commissioned study
Interactive demos Your guided tours to automated tax compliance

Learning

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Implementation

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Training Avalara University self-guided training
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Country and state resources

June tax updates Stay ahead on indirect tax insights
Country guides Global VAT, GST, and sales tax requirements
Streamlined Sales Tax program State-supported sales tax compliance help
U.S. sales tax rates Interactive map of U.S. sales tax rates
U.S. sales tax nexus thresholds Nexus guides and triggers by state
Business license guides State license requirements
Lodging tax rates Address-based calculator for lodging tax rates
Lodging tax guides State lodging tax compliance guides
1099 form types IRS information returns
1099 requirements Small business owner obligations

About

Why Avalara What makes Avalara unique
Leadership The Avalara executive team
Locations Our global offices
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Sales and use tax

Sales and use tax

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Tax obligations
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Related

Sales tax resources
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Sales tax for online sellers
Streamlined Sales Tax program
Avalara tax changes
Sales and use tax solution
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Economic risk assessment
Sales tax nexus resources
Sales tax nexus 101
Sales tax laws by state
Service taxability by state
Item classification products

Sales tax registration 101
Sales tax registration products

Sales tax rates for the U.S.
Sales tax calculator
Interactive US Sales Tax Map
Tax calculations 101
Calculations products

Sales and use tax returns 101
Common challenges of managing returns
Returns and reporting products

Small business FAQ
Compliance documents products
Business licenses products
Tax research products
International compliance solutions
Sales tax integrations

Exemption Certificate Management

Description

Video: Ease the headache of compliance document management by automating your processes with Avalara ECM.

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