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My customer is exempt in NY but wants to pick up from our UT facility - how can I exempt the transaction as they do not have a UT reseller certificate?

Overview

I have a customer with a NY exemption but they want to pick up their order from our UT facility. Is there a way to exempt them based on bill to address or how else can I get the transaction to be exempt? I have confirmed with the State of UT that the transaction can be exempted as it will end up out of State.

Environment

Avalara Avatax

Resolution

  • The only way to exempt the customer when the pick up the product is to mark them as exempt in UT. Otherwise maintain the ship to address as NY. Using a NT tax code to remove the tax will cause issues with filing so that is not recommended.