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Avalara Help Center

Why do my exemption certificates no longer work with Quickbooks?

Overview

You are calculating tax for a customer that has an exemption certificate on file in AvaTax or CertCapture. However tax is calculating, when it didn't used to.

Environment

Avalara AvaTax

Avalara CertCapture

Quickbooks

Resolution

  • With the AvaTax for Quickbooks release version .79 the customer job information is no longer used in the customer code.

  • If you have exemption certificates that were active before you updated to v.79, you will need to update the customer code to remove the job information.

    • If you use ECMS, you will need to revoke and copy the original certificate. Making sure to remove the job information from the customer code.