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Avalara Help Center

Exempt Customers from Sales Tax in Salesforce Billing

There are several ways to exempt your customers from tax:

  • Use CertCapture or AvaTax Exemptions
  • Add an exemption number to an account in Salesforce Billing
  • Map an entity/use code to an account in Salesforce Billing

Exempt customers with CertCapture or AvaTax Exemptions

  1. Set up CertCapture or set up AvaTax Exemptions.
  2. In Salesforce Billing, make sure the customer code on your exempt customers' records matches the customer number you entered when you were creating the exemption in CertCapture or AvaTax Exemptions.

When Salesforce Sales Cloud processes invoices, AvaTax Update checks the customer number to see if there's a record in CertCapture or AvaTax Exemptions and exempts customers as needed.

Exempt customers with an exemption number

AvaTax Update exempts all transactions for customers assigned an exemption number. While AvaTax Update keeps a record of the exempt transaction, it does not keep record your exempt customers. To keep record of your exempt customers, use CertCapture or AvaTax Exemptions.

  1. Select an account in Salesforce Billing.
  2. Enter an exemption number in the exemption number field on the account record.

Map entity/use codes to customers

Entity/use codes are custom values that group similar customers for exemption purposes and link them to tax rules. For more information about available entity/use codes, see exemption reason matrices. While AvaTax Update keeps a record of the exempt transaction, it does not keep record your exempt customers. To keep record of your exempt customers, use CertCapture or AvaTax Exemptions.

  1. Select an account in Salesforce Billing.
  2. Select an entity/use code on the account record.

If you don't want to map an entity/use code to a customer, add an entity/use code to a quote, opportunity, or order and it applies only to that transaction.

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