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Why is this customer not being exempt?

Overview

You are processing a transaction for an exempt customer, but the exemption is not being applied and you want to know why.

 

Environment

Avalara AvaTax

Avalara CertCapture

Avalara ECMS

Avalara Certs

 

Resolution

  • An exemption applies only if the transaction matches the certificate details:
    • Customer code
    • Region (state/province where tax is calculated)
    • Transaction date falls between start/end date

 

Note: You can also set an exemption to apply only to certain sales by making it a single use exemption and adding a Invoice/PO number requirement.

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