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

Exemptions is included with AvaTax. If you only have a few exempt customers, it should meet your company's needs.

  • Store up to 25 customer exemption certificates.
  • Exempt purchases from sales tax by associating exemption information with your customer.

Before you begin

In AvaTax, set up Exemptions.

Steps

  • In Microsoft Dynamics 365 for Finance and Operations, make sure the customer number on your exempt customer's record matches the customer number you entered when you were creating the exemption in Exemptions.

When Microsoft Dynamics 365 for Finance and Operations processes invoices, AvaTax checks the customer number to see if there's a record in Exemptions and exempts customers as needed.