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Who in this lovely AVALARA using community could h...
# accounting
k
Who in this lovely AVALARA using community could help me understand how the Tax Exemption Certificate thing works before i start building a customization based on it.
c
What is it you need to know? I've used the service and implemented...nothing scripted though
k
Well I am trying to figure out if the certificate expires then does Avalara take the into consideration as from what I've been told it only takes into consideration that there is a certificate and doesn't even check the expiry date.
Also does the tax item need to always be set to Avatax or if exempt set to not taxable and uncheck the taxabke checkbox.
c
Are you using the Avalara Cert Capture product or just working within basic Avalara Admin Console..last I checked they are 2 different products and logins
k
Not in the login just in Netsuite itself.
s
If you are using CertCapture, then yes - The Start and End date for the Expiration fields are important
k
It's just the standard product I think. Don't see a start date only an expiry date in Netsuite.
c
If its just NetSuite data you really arent utilizing Avatax the way its intended
s
But more and more states are doing away with expiration dates
k
Yeah I've been told that they are only getting a letter now that states they are tax exempt.
@C_Billings I've never logged into Avatax and this is the first time in a one world account so I have no idea about how Avatax works.
c
okay so we are dealing with basic netsuite OW and the intention is to mark some customers exempt? thats pretty basic
k
Yeah but using Avatax as well to brings the tax amounts back.
c
the thing with netsuite is it will make all addresses tax exempt for that customer which isnt reality
s
Are you planning on using Avalara to file your state tax returns?
k
We work with schools so addresses never change really.
s
Because a lot of states require you to report both Gross and Net Taxable Sales - So you'd want to run all sales through Avalara.
c
If the client has Avalara is pretty easy to mark some customers exempt and why
k
@Scott couldn't say about that as not really involved with that side of things. I know people login there. I just trying to get my head around this tax exempt thing so I can use one of the fields in a client script.
c
and like Scott says just send EVERYTHING to the tax engine and let it send back the right values
k
So to.make sure everything is sent to Avalara the tax item is set to AVATAX
c
If you enter a customer as exempt in Avalara it should return (from memory here) not taxable lines despite the tax code saying avalara
s
Yes.
AVATAX is the trigger for the Avalara API call-out
c
✔️
k
Right ok. So all the ones set to not taxable and blank fields need updating then.
s
And you need to have all SKU's set with a AVATAX code so that Avalara knows what type of item it is so that the right tax is charged.
k
I'll check that.
s
And ALL items on the transaction need to have the AVATAX code set on the Item Record
c
Sounds right..just properly configure avalara and the rest should flow through as expected
k
Ok so back to the exemption. According to one of the staff in the US office they only need to put a certificate in and then the school doesn't get charged tax.
This is in the Netsuite field.
c
thats pretty much overriding the system
k
Huh??
c
add the data to avatax...you will have to key in data
s
Let Avalara do the work.
k
So they should be adding the certificate into avalara not Netsuite?
c
your US office staff only sees the failure to tax and thinks its a success
s
Also, there are a few States in the US that will levy tax even if they are Tax-Exempt - Hawaii is an example that has a 1% wholesaler tax that applies
US Sales Tax law is a hodge-podge...
c
they should add the entity to avalara, mark as exempt (for whatever reason code) and when avalara receives information about a transaction for said customer it will return not taxable
k
Christ I defo don't think that happens at the moment!!
c
nope
does not sound like it
sounds like "i click this and get what I want therefore it is right"
k
Ok if we went for suiteTax would avalara be able to be removed!! Haha
c
then 6 months later the client is audited by the state of Illinois and has a very bad day
SuiteTax is a platform not results
k
Another topic for discussion I suppose!
c
I can deep dive into SuiteTax whenever
Lived it for the last four years
k
So it wouldn't replace avalara?
c
SuiteTax is a framework to utilize new tax engines...even avalara has a plugin
k
We are going for suiteTax I think for India subsidiary.
I don't think I want to get involved lol
c
depends on who your provide will be...I did the vetting for Thomson Reuters product when it came to India...I know the TR product can do it
k
I may be back in touch at some point.
Right. I just need a definitive answer on this. The fields in netsuite for the exemption certificate are not from Avalara as standard. The only field i can see on the AvaTax tab on the customer record is the certificate number. So if they are adding a certificate and it’s coming back with no tax from Avalara this shouldnt be correct?
c
first: on the customer record you should only have AVATAX as the code for the tax item. the rest is set up in Avalara which will force lines to be checked as Taxable = FALSE when the data returns
you will need access to the avatax console (its avalara) to setup the entities properly
this is a configuration exercise not coding
k
Right. So why when adding a certificate into this custom field does it not charge tax when the Tax Item is AVATAX.
That is what i cannot figure out.
c
I have no idea what this field you are referring to actually is
k
It’s just s custom field on the custom record fromwhat i can tell.
It holds a file that the employee has uploaded into netsuite.
c
if they have certificate capture you can add data to avalara just by doing data entry in netsuite
Sounds like more scoping is needed here
k
Hmmmmm i’ll have to look into it a bit more i think before i start using fields for my own customizations in NS.
c
Find out which products they are subscribing to..if they have the Avatax Cert Capture product there is an additional layer
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