Were you able to get this resolved? We now have the same issue after our upgrade to 23R1 build 23.106.0050. Thanks
Tell me more in regards to the Avalara report being off?
I guess I am doing it a little different.I have it built into a Non stock item with the tax category set to (Taxable) Build the Non stock part number into Avatax and assign it the OF400000 tax code.It will not itemize it on the Sales order or Invoice unless you modify your reports.Avatax will pick it up and reports works as they should.Our sales teams are manually entering it as a line item on all Colorado orders, even if they are exempt or if it’s for resale, etc. When I get done with some Acumatica modifications and an upgrade we will build a customization to automagically populate it based upon ship to address on the Quote.
I am defiantly late to this party. So our situation is somewhat different in that we create a quote for everything and then flip to an SO. We do not process past a quote without a Purchase order from our customer. Well in order to get the PO to match the quote we must have the delivery fee on the quote otherwise we have to add it and then request a revised PO. We sell B to B and B to C. We have a webstore that is not connected to Acumatica so dodged a bullet there in a sense. Someone said that the fee needs to be charged to exempt customers but that is not what I read. (No, wholesale sales are not subject to the retail delivery fee.) I am working with my team in the short haul to add the line item from a stock part for retail sales only priced at .27 coded in Avatax to OF400000. Avatax will see the part and product code and enable us to file the return. Long haul I want to build a customization to look at Colorado ship to quotes, determine if it is taxable and if so automagically add
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.ThanksKen
I have mine checked and am looking for my documentation on this, I set all this up over a year ago and don’t remember off hand.
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.
Thanks for that info. This looks to be a different problem for sure. Seem as though it happens at an SO level when changing states. So from hold to open or credit hold to open.
Thought I would update on this.We were able to build a Taxable entity use code into Acumatica which passes to Avatax and enables us to override the exemption in Certcapture.
I realize this is old and the link was not working for me but did you find an answer to this issue? We have an issue with this on occasion. We are on 2020R2 and will be upgrading to 2021 R1 here in a couple weeks.Thanks
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 ha
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.
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