Retrieve customer exemption status

Element type: Required

Endpoints/Models used: GetCustomer

Your integration must allow users to retrieve and display exemption certificate information associated with a customer record. Do this by adding an include=certificates filter in the GetCustomer request. Include your companyId and the customerCode in the request URL.

The displayed information must include:

Exempt state
Exempt reason
Certificate expiration date (for blanket exemptions)

If you have an existing AvaTax integration, then optionally identify the exempt reason on the customer record. Otherwise, you must identify the exempt reason.

Example

curl
  -X GET
  -H 'Accept: application/json'
  -H 'Authorization: Basic ${btoa(`:`)}'
  -H 'Content-Type: application/json'
  'https://sandbox-rest.avatax.com/api/v2/companies/{companyId}/customers/{customerCode}?$include=certificates'