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Exempt customers from sales tax using an exemption number in Microsoft Dynamics 365 for Finance and Operations

Keep track of tax-exempt customer purchases on a case-by-base basis. This works best when you have only a few tax-exempt customers and you're not using Exemptions or CertCapture. If you choose this option, it's up to you to keep organized records of all exempt purchases.

AvaTax exempts all customers with an exemption number. If you're not using Exemptions or CertCapture, AvaTax only exempts transactions. It doesn't keep record of your exempt customers.

Steps

  • In Microsoft Dynamics 365 for Finance and Operations, select the appropriate tax exempt number on a customer record.