Skip to main content
Avalara Help Center

How do I edit a credit transaction for an exempt customer who should be taxable?

Overview

You need to edit a credit transaction but the customer is now tax exempt, so when you make a change all tax is removed. You want to know how to edit the transaction and also keep it taxable so tax is credited.

Environment

AvaTax

Resolution

  • On the Document tab in the field Entity Use Code type TAXABLE and the customer exemption won't be applied to this particular transaction.