Why is the tax rule I made not being used?

Overview

You created a rule that isn't being used when I make a transaction when it should be.

Environment

Avalara Avatax

Resolution

• All rule settings must be present in the transaction for the tax rule to apply:
  • Tax region (Whichever rule is created to apply in)
  • Date
  • Tax code (if present in rule)
  • Entity Use Code (if present in rule)
• Review other rules to see if another custom rule is overriding the rule in question:
  • When another tax rule exists that has the same selections made, and is more specifically tied to your transaction (example, there is a rule with the same settings that also has a tax code, whereas your rule has no tax code listed) then that other rule is being applied to the sale instead.

Note: When making tax rules specific to an item be sure to map the rule to the code that Item is passing.