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Exempt a customer with a tax exemption number in Microsoft Dynamics GP

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This article applies to:AvaTax for Microsoft Dynamics GP

When you add an exemption number to a transaction, AvaTax exempts the customer from sales tax for the transaction but does not track the customer's exemption information.

Steps

  1. On a transaction in Microsoft Dynamics GP, select the arrow next to the Customer ID field.
    The Sales Customer Detail Entry box opens.
  2. Enter the customer's exemption number in the Tax-Exempt 1 field.

This exempts the customer for one transaction but won't exempt customers in Hawaii. To track customer exemptions and exempt them wherever their certificates are valid, use Exemptions or CertCapture.