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  • 1.  Has anyone had any issues with tax exempt numbers

    Posted 01-02-2014 10:44
    Has anyone had any issues with tax exempt numbers not writing to sales order entry? Customer is on 4.5.5 with Avalara. The customer has exempt numbers in Customer Maintenance but when you enter an order for it, the numbers do not appear in the Tax Detail and they are getting charged sales tax when they shouldn't be. More than one customer but not ALL tax exempt customers.


  • 2.  RE: Has anyone had any issues with tax exempt numbers

    Posted 01-02-2014 10:51
    Are the exempt numbers in the ship to codes as well?


  • 3.  RE: Has anyone had any issues with tax exempt numbers

    Posted 01-02-2014 10:53
    Hmm, good question @DianaLaughner - I'll have to check that out!


  • 4.  RE: Has anyone had any issues with tax exempt numbers

    Posted 01-02-2014 11:05
    They just started using Avalara in November and she pointed this out to me when I was there after that. I went into the customer, changed the tax schedule from Avatax to MN then back again and the exemptions then worked. We did the same thing for this particular customer this morning but I did not go into the ship-to code. We just went in and looked at the exemptions there and yes, they were there but if you don't access it, it doesn't hold. She says she doesn't have that many and will go in and access the ship-to code exemption field for them. So thanks @DianaLaughner for the tip! Seems odd that the exemption window has to be accessed for them to be recognized though.