Sage 100

What's the tax schedule?  Have they tried changing the tax schedule to something else and then changing it back to AVATAX?

Yep, tried all the tricks.  If you changed it to a non-Avatax taxable tax schedule and saved it, it would come up as taxable.  Then when you changed it back to Avatax, it went back to non-taxable (not EXEMPT).  But if you just changed it and changed it back without saving, it wouldn't even bother changing it in Totals.

What's the tax schedule?  Have they tried changing the tax schedule to something else and then changing it back to AVATAX?

Is there an Avalara Tax Code on the Item?  Is the Ship-to State not a registered state where they collect tax? 

Create an invoice from the Sales Order and Accept it.  Then go into the Avalara portal and look at the Transaction Lines to research the tax calculation.

Yep, tried all the tricks.  If you changed it to a non-Avatax taxable tax schedule and saved it, it would come up as taxable.  Then when you changed it back to Avatax, it went back to non-taxable (not EXEMPT).  But if you just changed it and changed it back without saving, it wouldn't even bother changing it in Totals.

What's the tax schedule?  Have they tried changing the tax schedule to something else and then changing it back to AVATAX?

Hm.  It's multiple items but I checked the first one and it did not have an Avatax Tax Code.  And the same client has other orders for the same shipto that ARE calculating taxes.  

We went into Avalara's website but neither of us knew where to find orders, as opposed to invoices, and it was after 5, so we decided to reconvene on Monday.

Is there an Avalara Tax Code on the Item?  Is the Ship-to State not a registered state where they collect tax? 

Create an invoice from the Sales Order and Accept it.  Then go into the Avalara portal and look at the Transaction Lines to research the tax calculation.

Yep, tried all the tricks.  If you changed it to a non-Avatax taxable tax schedule and saved it, it would come up as taxable.  Then when you changed it back to Avatax, it went back to non-taxable (not EXEMPT).  But if you just changed it and changed it back without saving, it wouldn't even bother changing it in Totals.

Hm.  It's multiple items but I checked the first one and it did not have an Avatax Tax Code.  And the same client has other orders for the same shipto that ARE calculating taxes.  

We went into Avalara's website but neither of us knew where to find orders, as opposed to invoices, and it was after 5, so we decided to reconvene on Monday.

Is there an Avalara Tax Code on the Item?  Is the Ship-to State not a registered state where they collect tax? 

Create an invoice from the Sales Order and Accept it.  Then go into the Avalara portal and look at the Transaction Lines to research the tax calculation.

Yep, tried all the tricks.  If you changed it to a non-Avatax taxable tax schedule and saved it, it would come up as taxable.  Then when you changed it back to Avatax, it went back to non-taxable (not EXEMPT).  But if you just changed it and changed it back without saving, it wouldn't even bother changing it in Totals.

What's the tax schedule?  Have they tried changing the tax schedule to something else and then changing it back to AVATAX?

This is likely not the answer to your question however it's so close to something that I had a customer report that I'm going to add my findings.

This customer does NOT use Avalara. They are on Sage 100 2022.6 Advanced.

In this case the customer called and said that their taxable sales amount was way too high on the sales tax report ( from within Sage ).

The tax within Sage was all computed and collected correctly - probably because the tax rate was 0% - they couldn't figure out why their taxable sales amount was so high. 

This customer is a seasonal business so they just started some sales invoicing for non-tax services  in the prior quarter which is why they may not have seen it earlier.

Ultimately It was the setup of their sales tax code maintenance and they had flagged the NT tax class as follows which was pulling those items that made use of this tax class into the taxable sales.

Also unrelated - we found a product defect with 2022 PU6 which causes issues with sales tax when the first line on an invoice is a special item - Sage has a writeup about this -  Sales Tax displays TAX ERROR on Sales Order Invoice when first line is a Miscellaneous line item -    and does not appear to be in any hurry to push out a fix unless the customer wants to sign a pre-release waiver.

This is likely not the answer to your question however it's so close to something that I had a customer report that I'm going to add my findings.

This customer does NOT use Avalara. They are on Sage 100 2022.6 Advanced.

In this case the customer called and said that their taxable sales amount was way too high on the sales tax report ( from within Sage ).

The tax within Sage was all computed and collected correctly - probably because the tax rate was 0% - they couldn't figure out why their taxable sales amount was so high. 

This customer is a seasonal business so they just started some sales invoicing for non-tax services  in the prior quarter which is why they may not have seen it earlier.

Ultimately It was the setup of their sales tax code maintenance and they had flagged the NT tax class as follows which was pulling those items that made use of this tax class into the taxable sales.

OK, that is definitely not the issue.  I'll look at the other one...

Also unrelated - we found a product defect with 2022 PU6 which causes issues with sales tax when the first line on an invoice is a special item - Sage has a writeup about this -  Sales Tax displays TAX ERROR on Sales Order Invoice when first line is a Miscellaneous line item -    and does not appear to be in any hurry to push out a fix unless the customer wants to sign a pre-release waiver.

This is likely not the answer to your question however it's so close to something that I had a customer report that I'm going to add my findings.

This customer does NOT use Avalara. They are on Sage 100 2022.6 Advanced.

In this case the customer called and said that their taxable sales amount was way too high on the sales tax report ( from within Sage ).

The tax within Sage was all computed and collected correctly - probably because the tax rate was 0% - they couldn't figure out why their taxable sales amount was so high. 

This customer is a seasonal business so they just started some sales invoicing for non-tax services  in the prior quarter which is why they may not have seen it earlier.

Ultimately It was the setup of their sales tax code maintenance and they had flagged the NT tax class as follows which was pulling those items that made use of this tax class into the taxable sales.

Can you try changing the Ship To Address to a State where you "know 100%" they collect and remit Sales Tax?  Also, use the Avalara Portal to confirm the address you are shipping.  If it is not a valid address with Avalara, it won't calculate taxes. https://www.avalara.com/taxrates/en/calculator.html  

OK, that is definitely not the issue.  I'll look at the other one...

Also unrelated - we found a product defect with 2022 PU6 which causes issues with sales tax when the first line on an invoice is a special item - Sage has a writeup about this -  Sales Tax displays TAX ERROR on Sales Order Invoice when first line is a Miscellaneous line item -    and does not appear to be in any hurry to push out a fix unless the customer wants to sign a pre-release waiver.

This is likely not the answer to your question however it's so close to something that I had a customer report that I'm going to add my findings.

This customer does NOT use Avalara. They are on Sage 100 2022.6 Advanced.

In this case the customer called and said that their taxable sales amount was way too high on the sales tax report ( from within Sage ).

The tax within Sage was all computed and collected correctly - probably because the tax rate was 0% - they couldn't figure out why their taxable sales amount was so high. 

This customer is a seasonal business so they just started some sales invoicing for non-tax services  in the prior quarter which is why they may not have seen it earlier.

Ultimately It was the setup of their sales tax code maintenance and they had flagged the NT tax class as follows which was pulling those items that made use of this tax class into the taxable sales.

Unfortunately, the customer has multiple orders, to the same shipto, and it calculates on the others.

Can you try changing the Ship To Address to a State where you "know 100%" they collect and remit Sales Tax?  Also, use the Avalara Portal to confirm the address you are shipping.  If it is not a valid address with Avalara, it won't calculate taxes. https://www.avalara.com/taxrates/en/calculator.html  

OK, that is definitely not the issue.  I'll look at the other one...

Also unrelated - we found a product defect with 2022 PU6 which causes issues with sales tax when the first line on an invoice is a special item - Sage has a writeup about this -  Sales Tax displays TAX ERROR on Sales Order Invoice when first line is a Miscellaneous line item -    and does not appear to be in any hurry to push out a fix unless the customer wants to sign a pre-release waiver.

This is likely not the answer to your question however it's so close to something that I had a customer report that I'm going to add my findings.

This customer does NOT use Avalara. They are on Sage 100 2022.6 Advanced.

In this case the customer called and said that their taxable sales amount was way too high on the sales tax report ( from within Sage ).

The tax within Sage was all computed and collected correctly - probably because the tax rate was 0% - they couldn't figure out why their taxable sales amount was so high. 

This customer is a seasonal business so they just started some sales invoicing for non-tax services  in the prior quarter which is why they may not have seen it earlier.

Ultimately It was the setup of their sales tax code maintenance and they had flagged the NT tax class as follows which was pulling those items that made use of this tax class into the taxable sales.

Check the Avalara portal and see if the customer is set up as exempt. if so, check the start date since only invoices after the start date would be subject to exemption.

Unfortunately, the customer has multiple orders, to the same shipto, and it calculates on the others.

Can you try changing the Ship To Address to a State where you "know 100%" they collect and remit Sales Tax?  Also, use the Avalara Portal to confirm the address you are shipping.  If it is not a valid address with Avalara, it won't calculate taxes. https://www.avalara.com/taxrates/en/calculator.html  

OK, that is definitely not the issue.  I'll look at the other one...

Also unrelated - we found a product defect with 2022 PU6 which causes issues with sales tax when the first line on an invoice is a special item - Sage has a writeup about this -  Sales Tax displays TAX ERROR on Sales Order Invoice when first line is a Miscellaneous line item -    and does not appear to be in any hurry to push out a fix unless the customer wants to sign a pre-release waiver.

This is likely not the answer to your question however it's so close to something that I had a customer report that I'm going to add my findings.

This customer does NOT use Avalara. They are on Sage 100 2022.6 Advanced.

In this case the customer called and said that their taxable sales amount was way too high on the sales tax report ( from within Sage ).

The tax within Sage was all computed and collected correctly - probably because the tax rate was 0% - they couldn't figure out why their taxable sales amount was so high. 

This customer is a seasonal business so they just started some sales invoicing for non-tax services  in the prior quarter which is why they may not have seen it earlier.

Ultimately It was the setup of their sales tax code maintenance and they had flagged the NT tax class as follows which was pulling those items that made use of this tax class into the taxable sales.

This is likely not the answer to your question however it's so close to something that I had a customer report that I'm going to add my findings.

This customer does NOT use Avalara. They are on Sage 100 2022.6 Advanced.

In this case the customer called and said that their taxable sales amount was way too high on the sales tax report ( from within Sage ).

The tax within Sage was all computed and collected correctly - probably because the tax rate was 0% - they couldn't figure out why their taxable sales amount was so high. 

This customer is a seasonal business so they just started some sales invoicing for non-tax services  in the prior quarter which is why they may not have seen it earlier.

Ultimately It was the setup of their sales tax code maintenance and they had flagged the NT tax class as follows which was pulling those items that made use of this tax class into the taxable sales.