Why is this customer not being exempt?

Overview

You are processing a transaction for an exempt customer, but the exemption is not being applied and you want to know why.

Environment

Avalara AvaTax

Avalara CertCapture

Resolution

• An exemption applies only if the transaction matches the certificate details:
  • Customer code
  • Region (state/province where tax is calculated)
  • Transaction date falls between start/end date

Note: You can also set an exemption to apply only to certain sales by making it a single use exemption and adding a Invoice/PO number requirement.