Why is my exempt customer getting taxed?
Overview
I have a valid exemption certificate and tax is still being applied on the invoice.
Environment
Avalara Avatax
Resolution
- The shipping method is not set to delivery.
- The certificate is for regions, other than the invoices ship to address.
- You should also check for address information on the lines, if you pass line level addressing.
- The Avalara Certs begin and end dates do not encompass the document date.
- The customer code is different.
- The certificate was added after the invoice was created.