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Avalara Help Center

How does Intacct apply an exemption from CertCapture?

Overview

You want to know how Intacct is going to apply the exemption certificates that you enter in Avalara CertCapture.

Environment​

Avalara CertCapture

Intacct

Resolution

  • All accounting systems connect the certificate to the sale based on the customer number.
  • Ensure certificates are applied by adding the customer number that will appear on their sale to the certificate in CertCapture

 

Note: Do not mark the customer as exempt in Intacct, allow the sale to be calculated using AvaTax by leaving the customer as taxable in Intacct.