Exemptions are handled at the customer level in AvaTax for Sage 50. This information is sent to AvaTax as part of the calculation process. You can either flag a customer as exempt or use an.
To flag customers as exempt, follow these steps:
Assign an entity/use code
exemption reason matrices. To assign an entity/use code to a customer, follow these steps:let you exempt a and create custom reasons and custom exemption profiles. This is useful for partially-exempt customers. For more information about available entity/use codes, see
- Click Configuration.
- In AvaTax Configuration, click Select Company and select your company.
- Double-click the customer's name.
- Select the Entity/Use Code.
- On the Entity/Use Codes tab, click Synchronize with Peachtree.
- Click OK.