Why did my exemption certificate not apply to an old transaction?

Overview

You see that there is tax on an older transaction for an exempt customer, but it is dated after the start of the exemption certificate. You want to know why the certificate did not remove the tax.

Environment

Avalara AvaTax

Resolution

• A certificate will only apply to transactions which have tax calculated after the certificate is activated. 
  • Calculate tax on the invoice again and the active exemption will apply