Why is my customer being charged tax when they have a resale number set in QuickBooks?
Overview
I have a customer record flagged with a resale number and they're still being charged tax in Avatax.
Environment
Avalara Avatax
QuickBooks
Resolution
- Keep in mind that you’ll need both an exemption number populated (in Customer>Additional Info>Resale Number) AND the tax code needs to be set to NON.
- If only one of these is true, the flag will be ignored.
- The Resale Number field is only exposed on parent customer records, but it is available for manipulation through export and import of customer records through Quickbooks.