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