Avalara Tax Plugin - Tax Exemption?

Hello,

I have customers that have "IsTaxExempt" set to true. But the Shopping Cart and OPC Checkout page all show tax for some of these customers.

In one of the situations, I noticed that the customer is in Wisconsin, which is a Streamlined Sales Tax (SST) State. But I'm not sure if that is significant.

What else does the NopCommerce Avalara plugin need in order to correctly calculate $0 tax for these Tax Exempt customers? I am currently using NopCommerce 4.40

Thank you.

I cannot reproduce this. If a customer is marked as "Is tax exempt", then his tax in the cart and during checkout is 0.
Try to clear cache after you enable this field for a customer.

RomanovM wrote:

Thank you for the quick reply!
Unfortunately, it does not seem to be a cache issue.

I am getting reports from customers, from other support personnel, and I can see it when I reproduce locally. This is not a field that I am enabling or disabling for a customer. These are customers that have "Is tax exempt" as true for many years now.

It happens also when I impersonate the customer and try to checkout products.

UPDATE:
Also, I inspected the request data that is being sent to /api/v2/transactions/create (via the AvaTax plugin) and I do see that it sends the "exemptionNo" property properly.

RomanovM wrote:

I also followed point number 1 here in the documentation and assigned the customer different Entity Codes that would be tax-exempt in their state, cleared cache, and was still receiving tax.

cleyva wrote:
Would you clarify:  Was this working before, and just recently started showing tax for exempt customers?

(FYI, this may interest you
https://www.nopcommerce.com/en/boards/topic/94157/plugin-avalara-tax-provider

New York wrote:

I can't be sure exactly when this started but some of these customers previously had 0 tax returned and now are being charged tax, even though the "Is tax exempt" property is set to true (and has been for a long time).

Also, thank you for the link. I did see that post but that doesn't seem to solve this issue as far as I understand.

RomanovM wrote:

I'm sorry, this is still an issue I'm dealing with.
I've tested several things:

I've edited the Customer so that "Is tax exempt?" is true.
I have also assigned "Entity Use Code" to several options that would be tax-exempt.
I have also assigned the Customer Role to include "Tax Exemption".
I followed point #1 in the documentation.

With all of these things, I still get back tax for this tax-exempt customer.

I am running version 4.40 and it's not possible for us to upgrade at the moment.

cleyva wrote:
Any of these points should have resulted in tax exemption.

Could you enable logging in plugin settings, place a test order, and then post the request and response text from the logs (on the plugin configuration page)? Don't forget to remove sensitive data in messages.

RomanovM wrote:

Sure, here you go. Here's an example where the entity use code is type "A - Federal Government". But most of our customers do not have an entity use code set (it is usually null).

Request:

{
  "lines": [
    {
      "quantity": 2.0,
      "amount": 118.14,
      "itemCode": "11521",
      "exemptionCode": "",
      "discounted": false,
      "description": "Test T-Shirt"
    }
  ],
  "type": "SalesOrder",
  "companyCode": "GFC",
  "date": "2023-09-13T18:42:52.3590787Z",
  "customerCode": "10182079",
  "customerUsageType": "A",
  "discount": 0.0,
  "exemptionNo": "Exempt-customer-#10182079",
  "addresses": {
    "shipFrom": {
      "line1": "PO Box 123",
      "city": "Mequon",
      "region": "WI",
      "country": "US",
      "postalCode": "53097"
    },
    "shipTo": {
      "line1": "123 Main St",
      "city": "BUFFALO",
      "region": "WY",
      "country": "US",
      "postalCode": "82831-1234"
    }
  },
  "email": "<REDACTED>"
}

Response:

{
  "id": 0,
  "code": "2f2c9adb-b6fa-4328-b6ec-564ed8d2e01a",
  "companyId": 132398,
  "date": "2023-09-13",
  "paymentDate": "2023-09-13",
  "status": "Temporary",
  "type": "SalesOrder",
  "batchCode": "",
  "currencyCode": "USD",
  "exchangeRateCurrencyCode": "USD",
  "customerUsageType": "A",
  "entityUseCode": "A",
  "customerVendorCode": "10182079",
  "customerCode": "10182079",
  "exemptNo": "Exempt-customer-#10182079",
  "reconciled": false,
  "locationCode": "",
  "reportingLocationCode": "",
  "purchaseOrderNo": "",
  "referenceCode": "",
  "salespersonCode": "",
  "totalAmount": 118.14,
  "totalExempt": 0.0,
  "totalDiscount": 0.0,
  "totalTax": 5.91,
  "totalTaxable": 118.14,
  "totalTaxCalculated": 5.91,
  "adjustmentReason": "NotAdjusted",
  "locked": false,
  "version": 1,
  "exchangeRateEffectiveDate": "2023-09-13",
  "exchangeRate": 1.0,
  "email": "<REDACTED>",
  "modifiedDate": "2023-09-13T18:42:52.7851689Z",
  "modifiedUserId": 117753,
  "taxDate": "2023-09-13",
  "lines": [
    {
      "id": 0,
      "transactionId": 0,
      "lineNumber": "1",
      "customerUsageType": "",
      "entityUseCode": "",
      "description": "Test T-Shirt",
      "discountAmount": 0.0,
      "exemptAmount": 0.0,
      "exemptCertId": 0,
      "exemptNo": "",
      "isItemTaxable": true,
      "itemCode": "11521",
      "lineAmount": 118.14,
      "quantity": 2.0,
      "ref1": "",
      "ref2": "",
      "reportingDate": "2023-09-13",
      "tax": 5.91,
      "taxableAmount": 118.14,
      "taxCalculated": 5.91,
      "taxCode": "PP051161",
      "taxCodeId": 5654167,
      "taxDate": "2023-09-13",
      "taxIncluded": false,
      "details": [
        {
          "id": 0,
          "transactionLineId": 0,
          "transactionId": 0,
          "country": "US",
          "region": "WY",
          "exemptAmount": 0.0,
          "jurisCode": "56",
          "jurisName": "WYOMING",
          "stateAssignedNo": "",
          "jurisType": "STA",
          "jurisdictionType": "State",
          "nonTaxableAmount": 0.0,
          "rate": 0.04,
          "tax": 4.73,
          "taxableAmount": 118.14,
          "taxType": "Sales",
          "taxSubTypeId": "S",
          "taxName": "WY STATE TAX",
          "taxAuthorityTypeId": 45,
          "taxCalculated": 4.73,
          "rateType": "General",
          "rateTypeCode": "G",
          "unitOfBasis": "PerCurrencyUnit",
          "isNonPassThru": false,
          "isFee": false,
          "reportingTaxableUnits": 118.14,
          "reportingNonTaxableUnits": 0.0,
          "reportingExemptUnits": 0.0,
          "reportingTax": 4.73,
          "reportingTaxCalculated": 4.73,
          "liabilityType": "Seller",
          "chargedTo": "Buyer"
        },
        {
          "id": 0,
          "transactionLineId": 0,
          "transactionId": 0,
          "country": "US",
          "region": "WY",
          "exemptAmount": 0.0,
          "jurisCode": "019",
          "jurisName": "JOHNSON",
          "stateAssignedNo": "16",
          "jurisType": "CTY",
          "jurisdictionType": "County",
          "nonTaxableAmount": 0.0,
          "rate": 0.01,
          "tax": 1.18,
          "taxableAmount": 118.14,
          "taxType": "Sales",
          "taxSubTypeId": "S",
          "taxName": "WY COUNTY TAX",
          "taxAuthorityTypeId": 45,
          "taxCalculated": 1.18,
          "rateType": "General",
          "rateTypeCode": "G",
          "unitOfBasis": "PerCurrencyUnit",
          "isNonPassThru": false,
          "isFee": false,
          "reportingTaxableUnits": 118.14,
          "reportingNonTaxableUnits": 0.0,
          "reportingExemptUnits": 0.0,
          "reportingTax": 1.18,
          "reportingTaxCalculated": 1.18,
          "liabilityType": "Seller",
          "chargedTo": "Buyer"
        }
      ],
      "nonPassthroughDetails": [],
      "hsCode": "",
      "costInsuranceFreight": 0.0,
      "vatCode": "",
      "vatNumberTypeId": 0
    }
  ],
  "addresses": [
    {
      "id": 0,
      "transactionId": 0,
      "boundaryLevel": "Zip9",
      "line1": "123 Main St",
      "line2": "",
      "line3": "",
      "city": "BUFFALO",
      "region": "WY",
      "postalCode": "82831-1234",
      "country": "US",
      "taxRegionId": 31517,
      "latitude": "",
      "longitude": ""
    },
    {
      "id": 0,
      "transactionId": 0,
      "boundaryLevel": "Zip5",
      "line1": "PO Box 123",
      "line2": "",
      "line3": "",
      "city": "Mequon",
      "region": "WI",
      "postalCode": "53097",
      "country": "US",
      "taxRegionId": 4006722,
      "latitude": "43.221791",
      "longitude": "-87.951726"
    }
  ],
  "summary": [
    {
      "country": "US",
      "region": "WY",
      "jurisType": "State",
      "jurisCode": "56",
      "jurisName": "WYOMING",
      "taxAuthorityType": 45,
      "stateAssignedNo": "",
      "taxType": "Sales",
      "taxSubType": "S",
      "taxName": "WY STATE TAX",
      "rateType": "General",
      "taxable": 118.14,
      "rate": 0.04,
      "tax": 4.73,
      "taxCalculated": 4.73,
      "nonTaxable": 0.0,
      "exemption": 0.0
    },
    {
      "country": "US",
      "region": "WY",
      "jurisType": "County",
      "jurisCode": "019",
      "jurisName": "JOHNSON",
      "taxAuthorityType": 45,
      "stateAssignedNo": "16",
      "taxType": "Sales",
      "taxSubType": "S",
      "taxName": "WY COUNTY TAX",
      "rateType": "General",
      "taxable": 118.14,
      "rate": 0.01,
      "tax": 1.18,
      "taxCalculated": 1.18,
      "nonTaxable": 0.0,
      "exemption": 0.0
    }
  ]
}

I tried removing as much sensitive info as I could, including modifying slightly the addresses/zip-codes.

Thanks. And one more request-response with type SalesInvoice, not SalesOrder as in your previous post.