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Exempt Customers from Sales Tax

This article applies to:Avalara AvaTax for Open Cart

There are two different ways to exempt your customers from sales tax. Send AvaTax an exemption certificateHoverTT.png number that you store in AvaTax for OpenCart or assign an entity/use codeHoverTT.png.

Exempt a customer

To exempt a customer in AvaTax for OpenCart, follow these steps:

  1. In the OpenCart administration panel, go to Total Customers > View More > Customers.
  2. Select the account that you want to exempt and click Edit.
  3. In the Edit Customer page, go to the General tab.
  4. For Tax Exempt, select Yes.
  5. Next to Tax exempt number, type the exemption certificate number. If this field is blank, the customer is still exempted and by default Tax Exempt is sent to AvaTax.
     

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

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

Assign an entity/use code

For more information about available entity/use codes, see exemption reason matrices.  To exempt a customer from sales tax using entity/use codes, follow these steps:

  1. In the OpenCart administration panel, go to Total Customers > View More > Customers.
  2. Select the account that you want to exempt and click Edit.
  3. In the Edit Customer page, go to the General tab.
  4. Select the appropriate Tax Entity/Use Code.

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

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