Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
NetSuite 2025.2 Release Notes - This document summarizes the changes to NetSuite between 2025.2 and the previous release.
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
SuiteWorld October 6 - 9, 2025: Agenda Builder is live!

Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!

Check out this thread to learn more!

Avalara Certificate Capture from within NetSuite.

edited Feb 1, 2022 5:54PM in Accounting / ERP 4 comments

Right now, every customer that doesn't want to pay taxes has to contact us before ordering and then we have to send them an Avalara link. Then they can upload their certificate from within the linked page and then return to our site to finish the order.

What makes it worse is that many customers go ahead and order and then email us to remove taxes after we've processed their order. We've found we can't remove taxes without deleting their old order and starting over. Has anyone found a better approach to removing taxes when using Avalara?

My main question is: Has anyone managed to make it capture the customer's tax certificate from within NetSuite and then NetSuite sends the tax info to Avalara? Or, has anyone made a link that can go to Avalara Certificate Capture from the cart and the link has info to auto-fill the customer info so that the customer can self-help in this process and then get returned to the cart as a tax-exempt customer?

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 3 (Jul-Sep 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders