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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. In QuickBooks Desktop, go to File > AvaTax > Preferences > Tax Calculation> General section and disable the Include Job Name with Customer Name check box to only send the customer’s name as the customer code. Enable this checkbox to send the customer’s name and job name from QuickBooks Desktop to AvaTax as the customer code.
  • Be sure that you make your certificate have the same exact truncated (shortened) customer code that is being passed over so it can apply.

 

 

 

 

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