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Avalara Help Center

How do I make someone completely exempt if they are marked partially exempt in the admin console?

Overview

Customer is marked as partially exempt via the exemption certificate that is on file however customer is actually completely exempt.

Environment

AvaTax / Cert Capture / Sage 500

Resolution

Any exemption certificate on file will take precedence over information being sent from the ERP (Sage 500). In order to create a fully exempt situation when a partial exemption is on file, is to either revoke the exemption certificate on file utilizing Sage native exemption behavior or change the exemption reason on the existing certificate.