We had a recent upgrade patch done on Acumatica and now we are running into issues with our tax exempted customers being charged sales tax.
Has anyone come across this or how would we go about correcting the issue?
Our below method was working properly up until two weeks ago.
Best answer by jgibson53
What version of Acumatica do you have? If you have any earlier than 24R1 then you also must input the customer information into the Avalara portal. For good measure I also always put the customer’s Tax Registration # in the ID field and the Certificate # from Avalara in the Tax Exemption # field. I don’t believe it’s necessary though.
Also, the last integration I did with Avalra the Avalara rep said to leave the Entity Usage Type as Default.
If this happened after an update, I would also check with both your Avalara (submit a case) and Acuamatica reps for help.
What version of Acumatica do you have? If you have any earlier than 24R1 then you also must input the customer information into the Avalara portal. For good measure I also always put the customer’s Tax Registration # in the ID field and the Certificate # from Avalara in the Tax Exemption # field. I don’t believe it’s necessary though.
Also, the last integration I did with Avalra the Avalara rep said to leave the Entity Usage Type as Default.
If this happened after an update, I would also check with both your Avalara (submit a case) and Acuamatica reps for help.
In case it helps anyone, I have found that if the Tax Exemption Number field is blank, the exemption doesn’t apply correctly. If the customer’s certificate doesn’t include a number, I add our Acumatica customer ID in that field.
That being said, I have one customer that will never generate a tax exempt order and I have to manually adjust it every time. I just added them to Avalara, so I am hoping for the best for the next order. We are still in 2023 R1 but upgrading very soon.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
