Skip to main content
Avalara Help Center

How does Sage Intacct apply an exemption from CertCapture?

Overview

You want to know how Sage Intacct is going to apply the exemption certificates that you enter in CertCapture.

Environment​

CertCapture

Sage Intacct

Resolution

  • All accounting software connect the certificate to the sale based on the customer number.
  • Ensure certificates are applied by adding the customer number that will appear on their sale to the certificate in CertCapture

 

Note: Don't flag the customer as exempt in Sage Intacct. Allow the sale to be calculated using AvaTax by leaving the customer as taxable in Sage Intacct.