The Research Desk

Customer expected a reduced 4% B2B tax rate in Puerto Rico for transactions with valid exemption certificates, but full exemption was being applied. Separately, Hawaii’s 0.5% import/use tax on tangible goods needed to be distinguished from the General Excise Tax for resellers.

Customer’s exemption certificate for Canada was incorrectly exempting all fees and levies, not just the provincial sales tax. Testing was blocked and the go-live deadline was approaching — this became an account escalation.

A certificate for a Connecticut manufacturer was flagged as invalid because the system only accepted 10-digit registration numbers, but CT had quietly changed to a 12-digit format.

Customer needed taxability determinations for braces and supports (e.g., Futuro products) not made for a specific person — a gray area across states with different DME definitions.

Customer reported that two Park City hotels were missing a 2% CVMA (Canyons Village Management Association) tax on hotel reservations. The tax was not present in the Vertex 200-series tax data.

Customer questioned whether their Fuels taxability category was reflecting sales tax or excise tax, specifically noting Ohio’s taxability matrix showed ‘T’ (taxable) when they believed only excise tax should apply.

Certificate uploads were failing for 15 Colorado home-rule jurisdictions with the error: ‘The jurisdiction and reason type combination provided is not valid.’ Customer could not apply state-level resale exemptions to local jurisdictions.

Native American / First Nations tax exemptions in Canadian PST provinces were not being applied correctly through the Certificate Center. British Columbia’s PST exemption logic had a specific processing error.