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  • 1.  Dumb Avalara AvaTax Question on Customer Exemption Numbers

    Posted 07-07-2022 13:58
    Edited by Alnoor Cassim 07-08-2022 16:40
    With AvaTax in play, is it correct to say that instead of sales tax exemption numbers being stored under Customer Maintenance / Exemptions button, or from Ship To / Exemptions button (underlying table for both being AR_CustomerShipToTaxExemptions), they are stored instead in the customer's Avalara portal?

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    Alnoor Cassim

    Email: alnoor.cassim@90minds.com
    Ph:
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  • 2.  RE: Dumb Avalara AvaTax Question on Customer Exemption Numbers

    Posted 07-07-2022 14:13
    I believe they are still stored in the file you mentioned above. If the customer is using AvaCerts though, it doesn't recognize the tax exempt numbers in Sage - they have to have their exemption certificate in Avalara.

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    Therese Logeais, Technology Integrators
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  • 3.  RE: Dumb Avalara AvaTax Question on Customer Exemption Numbers

    Posted 07-07-2022 14:31
    Therese is right. Avalara will use the exemption in Sage100 (ship-to or customer). BTW, It doesn’t have to be a real number. If anything other than spaces, it will consider it exempt. If they use certcapture, Avalara will maintain and validate the real exemptions.

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    Kenny Daniel
    TechnoClarity, Inc.
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    Original Message


  • 4.  RE: Dumb Avalara AvaTax Question on Customer Exemption Numbers

    Posted 07-07-2022 14:34
    Edited by Wayne Schulz 07-07-2022 14:35
    I believe what Therese said is accurate. And I also think that even if the customer has a tax exempt number that the transaction is counted as billable by Avalara. So far as I'm aware the only time Sage type transactions aren't counted is if you are using a sales tax schedule other than AVATAX ( ie NONTAX ). 

    Avalara used to have virtually no integration between Certcapture and Sage. Now they've introduced a way to bring in the certificates which might make the process more streamlined. Under the old way of bringing in certificates you'd do an export/import and we had extreme difficulty finding anyone at Avalara to answer any questions about the process other than send us a link to their knowledgebase ( which is a mile wide and an inch deep when it comes to Sage specific guidance ).

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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 5.  RE: Dumb Avalara AvaTax Question on Customer Exemption Numbers

    Posted 07-08-2022 10:49
    If AVATAX* Tax Schedules are used, AND there is a valid Certificate in the AvaTax Admin portal (with or without CertCapture subscription), exemptions in Sage will be ignored.  If there is no valid certificate, AvaTax will honor anything in the exemption fields and make the transaction tax-exempt.
    There is no integration with exemption numbers in Sage and AvaTax. 
    DSD's LMAV (the AvaTax connector) versions 2021+ has a new CertCapture feature set that includes Certificate record creation, document upload, sync with CertCapture, and email customer request for Certificate.  Clients need to be educated when integration does/does not affect the transaction.

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    Bob Pfahnl
    Manager - Silicon Valley
    DSD Business Systems
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    Original Message


  • 6.  RE: Dumb Avalara AvaTax Question on Customer Exemption Numbers

    Posted 07-08-2022 16:40
    Thank you everyone for the responses. I really appreciate the insight!!

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    Alnoor Cassim

    Email: alnoor.cassim@90minds.com
    Ph:
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    Original Message


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