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Exempt customers from sales tax using CertCapture in Microsoft Dynamics 365 Finance and Operations

CertCapture is the most comprehensive solution for managing exemption certificates. However, it is an additional product that must be purchased separately. If you have CertCapture, it integrates with Microsoft Dynamics 365 Finance and Operations.

Before you begin

Integrate Microsoft Dynamics 365 Finance and Operations and CertCapture.

Steps

  1. Create a CertCapture customer record in Microsoft Dynamics 365 Finance and Operations.
    1. In Microsoft Dynamics 365 Finance and Operations, go to Accounts Receivable > Customers > All Customers and select or create the customer you want to create in CertCapture.
    2. On the Customer tab, under CertCapture, select Create Customer Record.
    3. On the Create Customer Record in the CertCapture page:
      1. Go to the Overview tab and select the customer address.
      2. Go to the Address tab and validate the address as needed.
      3. Go to the Contact Information tab and enter the contact details for your customer.
      4. Select Send.
        The message "Customer record has been successfully created in CertCapture" displays.
        If you see an error message that says, "Please contact customer support to enable the service," contact support or your implementation specialist.
  2. Initiate an exemption certificate request.
    1. On a customer record on the Customer tab, under CertCapture, select Request Exemption Certificate.
      This doesn't create a certificate directly, but it initiates a request for a certificate.
    2. In the Exemption Certificate Request Workflow window:
      1. Choose how to send a certificate request to a customer in the Send Method section. Use the custom message field to communicate instructions if you send the exemption request via Fax.
      2. Select Send.
        The message "The Exemption Certificate Workflow Request has been successfully generated. Tracking code is - xxxx-xxxxxxx" displays.
  3. Retrieve the certificate.
    1. On a customer record on the Customer tab, go to CertCapture and select Retrieve Certificate(s).
    2. On the Retrieve Exemption Certificate page:
      1. Go to the Certificate Details tab and select the certificate.
      2. To download the certificate, select the following buttons and follow the steps in your computer for downloading a document.
        • To download the certificate in PNG format, go to Home > Certificates > Get Certificate as PNG.
        • To download the certificate in PDF format, go to Home > Certificates > Get Certificate as PDF.
      3. Select Close.
  4. Validate the exemption certificates you receive in CertCapture.