We are currently in the process of setting up a multi-site to fulfill orders in Europe. We will be registering in Czech with a valid VAT ID and will ship orders to customers in various EU countries. Our customers for now will all be B2B transactions, and thus tax exempt. Currently we use Avalara tax connect for tax calculations on invoices. I’ve tested setting up European orders for calculating VAT and it seems to work fine with AvaTax. Now I’m trying to determine how to set up these B2B customers at VAT exempt. Avalara said this is done on the customer record in Epicor rather than in Avalara. Does anyone have familiarity with this? I’ve tried creating a new tax type and adding this to a customer record but the order is still showing VAT. Any insight would be appreciated!
If you have already created the “Exempt” 0% tax code and assigned it to the customer, then it is likely the old Avalara tax code is still living on the Sales Order at the header level.
Check the Sales Order Header to see if the tax code has updated or not. (Don’t forget to recalculate tax!)