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Avalara Help Center

How do I adjust a transaction to make it exempt?

Overview

You need to make an existing transaction exempt in the Admin Console.

Environment

Avalara AvaTax

Resolution

  • Open the transaction, click Edit > type in the exemption (such as 'Exempt') in the Exemption No. field (not required if you created an exemption profile for the customer already) > choose an adjustment reason > click Calculate to see tax updated to $0
    • Click Save as Committed to save the change 

 

Note: If you have exemptions set as required (Under Settings > Exemption Certificate Options) you must create an exemption profile for the customer.