This article applies to:Avalara AvaTax for Accounting Seed for Salesforce
There are three ways to exempt customers from tax in AvaTax for Accounting Seed for Salesforce:
- Use the Exemption Certificate Management System (ECMS) of the AvaTax to create exemption records. The customer code on the certificate in needs to be the account name in Accounting Seed for Salesforce.
- Use an or exempt entity use type at the account level.
- Use the customer's tax registration number, called the Exemption Number.
Exempt customers from tax with their exemption number
Exempt customers from tax with entity/use codes
For information on available entity/use codes, see exemption reason matrices for US and Canada.
- Search for the Exempt Entity Type.
- Type the entity use type in the search field and click GO. See the complete list below.
- In the Search Results, select the Exempt Entity and save the account. Now when you calculate sales tax under Billings, AvaTax will calculate $0 sales tax, because this customer is exempt.