How to override exemption certificate for one-time taxable purchase?

Epicor ERP 10
, , , ,
1

We have a situation where a customer who normally makes tax-exempt purchases for resale needs to make a one-time taxable purchase of a device for the customer’s own use. We have an exemption certificate set up in CertCapture for this customer but we need to override the normal re-sale exemption for this particular purchase.

In the EpicCare Knowledge Base, I found KB0032478 - Exemption Overrides using Entity Use Codes in Tax Connect, but it seems a bit unclear to me. Has anyone attempted such an override and been successful with it? Any advice would be greatly appreciated.

Regards,
Scott

2

Just a bit of clarification provided by another Tax Connect / AvaTax user regarding the KB article resulted in a simple solution… just needed to enter the Exempt Override Code specified in our AvaTax advanced settings directly into the Entity / Use Code field on the quote line and the application immediately overrode the customer’s exemption and calculated sales tax on the quote.