After you've added an exemption certificate for a customer in AvaTax, there may be times when you need to collect tax from the customer for certain sales. For example, if you have a Resale exemption certificate on file for a customer but you sell them goods that they don't plan to resell, the customer may need to pay sales tax for that transaction.
Avalara allows you to use an Exempt Override Code to override an exemption certificate for a single transaction, so you can collect tax from a customer that is normally exempt. The default Exempt Override Code is Taxable, but you can change this if needed.
- In Avalara, go to Settings > All AvaTax Settings.
- Select Manage to the right of Advanced Account Settings.
- In the Exempt Override Code field, enter your new exempt override code.
- Select Save Settings to save your changes.