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Exempt Customers from Sales Tax

This article applies to:Avalara AvaTax for CS-Cart

There are two different ways to exempt a customer from sales tax. You can send AvaTax an exemption certificateHoverTT.png number that you store in AvaTax for CS-Cart or you can assign an entity/use codeHoverTT.png.

Exempt a customer

To exempt a customer in AvaTax for CS-Cart, follow these steps:

  1. In the CS-Cart administration panel, go to Customers > Users.
  2. Select the account that you want to exempt.
  3. In the User account information section, select Tax Exempt checkbox.
  4. Next to Tax exempt number, enter the exemption certificate number. If this field is blank, the customer is still exempted and by default Tax Exempt is sent to AvaTax
     

    CSCart - Tax exempt 1.png

  5. In the Storefront, place the order. The order details will now show that this order is exempt from tax. 
     

    CSCart - Tax exempt 2.png

  6. In the AvaTax Admin Console, for this order, the Exemption Number displays the exemption details. This order is now exempt from tax.
     

    CSCart - Tax exempt 3.png

Assign an entity/use code

To exempt a customer from sales tax using entity/use codes, follow these steps:

  1. In the CS-Cart administration panel, go to Customers > Users.
  2. Select the account that you want to exempt.
  3. In the User account information section, select the appropriate Tax Entity/Use Code.

    CSCart - Tax exempt 1.png

  4. In the Storefront place the order. The order details will now show that this order is exempt from tax.

    CSCart - Tax exempt 2.png

  5. In the AvaTax Admin Console, for this order, the Entity Use Code displays the exemption details. This order is now exempt from tax.

    CSCart - Tax exempt 3.png