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Avalara Help Center

Why is my customer calculating tax even after setting them as exempt in our ERP?

Overview

Our customer has been set to exempt in our accounting software and is still calculating tax.

Environment

Avalara Avatax

Resolution

Customers will only be considered exempt by the Avatax engine if they have an exemption certificate managed in our system or if the ECMS setting is set to optional in tandem with their being considered exempt in the accounting software.

Cause

Customer was making their client exempt in the ERP but the exemption management system was not turned on and set to optional in the admin console.