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Avalara Help Center

Why is my exemption certificate not applying to this Job in QuickBooks?

Overview

I am invoicing a specific Job for a specific customer, and they are exempt yet they are being charged tax.

I have already put an exemption certificate into the system for the customer name.

Environment

Avalara Avatax

Resolution

  • This can happen when invoicing a job for a customer record in QuickBooks if the combined customer name and job name are over 50 characters. QuickBooks smashes together the Customer name and job name into a single customer code, which is truncated by the engine if it is over 50 characters. 
  • Be sure that you make your certificate have the same exact truncated (shortened) customer code that is being passed over so it can apply.