Skip to main content
Avalara Help Center

Why are exemptions not working?

Overview

Exemption information is in our accounting system, yet Avalara AvaTax is still taxing the document.

Environment

Avalara AvaTax

Resolution

  • There is a setting that needs to be turned on in the Avalara AvaTax Admin Console to have AvaTax accept the exemption information from your accounting system.
    • Go to the Settings tab
    • Click on Exemption Certificate Options
    • Make sure the checkbox for Enable Exemption Certificate Management System is checked.
    • The United States needs to be set to Optional
    • Save