ReturnInvoice

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  • Updated 1 month ago
Hi, I am passing a transaction type as ReturnInvoice to the CreateorAdjustTransaction end point through the createTransactionModel. The customer passed is tax exempt. There is no invoice number registered on Avalara on which the return invoice is happening. Hence this a return invoice without an initial invoice. However, when Avalara is calculating the tax, it is ignoring the tax certificate against this customer and calculating tax on this transaction which it should not.
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Amartya Mallick

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Posted 1 month ago

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Katina, Official Rep

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Amartya,

If the exemption certificate on file is not being applied, there are a few things to check:

  1. Is the certificate on file in AvaTax (check the Exemption Certificate report) for the state in question?
  2. Does the customer code on the transaction match what is on the certificate?
  3. Is the taxdate on the returnInvoice within the applicable date range of the certificate?
Please let us know if this doesn't resolve your issue.
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Amartya Mallick

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Hi,

All of the above is true i.e. a valid tax certificate with an expiration date way into the future. 

Yes the customer code is matching with what is on the cetificate

The customer code is 601LI5N. The customer was taxed in the state of Florida where there is an exemption certificate expiring 12/31/2019.

It seems the ReturnInvoice type is not pulling through the tax certificate.
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Katina, Official Rep

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Amartya,

There should be no problem with an exemption applying to a returnInvoice as long as the criteria are matching.

I took look in an account that I think may be the one that you're working in (actually checked both production and development) and did not see any customer with the customer code of 601LI5N either within the AvaTax account or CertCapture account. If you're using that customer code on the returnInvoice, that could be the problem.