Sales Tax Avalara/Certcapture Integration force or override tax exemption in Acumatica

You noted that the Entity Usage Type field wasn’t working for you -- is this usually set to Default?

Also… can you provide information on how you have Acumatica linked to CertCapture? We’ve got the Acumatica to AvaTax link set up but from what I’ve been able to tell/been told there was no further linkage.

Correct the entity usage is set to default due to Avatax determining the taxable status based upon tax product code, usage type, etc. To explain, In Avatax if you were going to use the Override keyword it would be looking for that keyword in the entity use code field in Acumatica.

On Certcapture, it is tied into Avatax and because Avatax is integrated to Acumatica that’s how Acumatica see’s the exemptions. You would not have to use Certcapture you could use exemptions in Avatax, we just need more capability. We have over 2k certificates at this point.

I did not feel the need to start another discussion on this but wanted to add to the list of challenges we face on a daily basis. 

The new struggle is this, If we have an order that went through the process and was invoiced and shipped. Customer comes back that they are tax exempt for whatever reason. The process for correcting and invoice to remove taxes is a nightmare. Then If you are trying to do so in an SST state, this is even more complicated. It would be nice if you could simply correct the invoice and apply the exemption. This is not the case, you must create a credit memo with two lines to credit the taxes and balance. If it is an SST state you must create a credit memo then a debit memo for the original non taxable amount. 

I hope someone is following me here. We don’t seem to have many Avatax users in here and this is far more challenging than one would think. 

Any discussion from someone using Avatax is greatly appreciated or otherwise.

Interesting bit of information, TaxJar has halted all sales of their service to Acumatica customers till they resolve the integration issues they are struggling with.  

Thanks.

Anyone have any experiences with using Avatax they can share with @kenddb ? Thanks!

@kenddb , is it a customization to add Taxable usage type?

sorry for jumping a gun on this. I just figured that it can be done through a Workflow customization. Thank you!

It is not, Although I did have my partner do this for me. They didn’t fully understand the goal and purpose so I had to get into some detail. 

Is this working for you still? We’re on 2022 R2 and attempted to do the same thing but it doesn't’ seem to be working properly.

Hello,

It is working great for us at this time. However we are upgrading to 22R2 in January or February so this may change things. Let me know what I can do to help.

Thanks

Ken

Thanks Ken - any chance you can share details of your customization with me? I would assume it’s similar to ours, but am curious how you achieved what you did.

Hi, 

Can you please share what you did? We need the same thing for one of our customers.