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How can I get the tax to appear for the credit memo after making the customer exempt in CertCapture?

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Overview

I need to credit tax to a customer who is tax exempt. The transaction is in a closed month. the tax isn't appearing on the credit memo in Sage 100 because they have a valid exemption certificate in CertCapture.

Environment

Avalara CertCapture

Resolution

  • Find the cert making this customer exempt in Avalara CertCapture
  • Click the Validation tab, then edit
  • Add an invalid reason, doesn't matter which one, and save
  • Hit queue API resend on the top right
  • Then process your credit, it should show tax as the cert is considered invalid now.
  • After your credit processes go back to the cert in Avalara CertCapture and remove the invalid reason.