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Why is my customer who is exempt in the accounting software calculating tax?

Overview

My customer who is supposed to be exempt in my ERP is calculating tax in Avatax when we credit and rebill them.

Environment

Avalara Avatax

Resolution

If you do not use any of our exemption management systems including ECMS within the admin console itself you will need to be sure that your accounting software can pass us data in the Exemption No. field.

 

This field having anything inside of it will remove all tax from the invoice if the above situation is met.

 

*Note: If you are a member of the SST program you will need to actually manage an exemption cert for the customer for this to work.