I would like to know if anyone out here is using Avalara and selling Mfg Machinery to customers in CA. Apparently these lucky customers only get charged a partial sales tax. There is no special tax code though or exemption for this in Avalara, and according to them you have to correct manually, after the fact by changing the entity use code on the transaction on the Avalara website. This still doesn’t update your SO or AR Inv down the line, so corrections need to be made there as well.
When speaking to the support rep at Avalara he forwarded me by mistake a Netsuite solution where they do have a way to charge the right tax on the fly. The Cust does need the Entity Code set prior and there is some transaction level stuff going on. That made me wonder; is there a way around this in Epicor that I am not aware of?