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.