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Options for exempting customers in Microsoft Dynamics GP

If you regularly sell to tax-exempt customers, you need to consistently exempt their purchases. If you don't already have a way to exempt customers, here are the options available to you through Avalara.

Use CertCapture

CertCapture is the most comprehensive solution for managing exemption certificates and other compliance documents. This product must be purchased separately. Contact your Customer Account Manager (CAM) for more information.

Use CertCapture with or without AvaTax to manage compliance documents:

  • Store an unlimited number of your customers' exemption documents in one place
  • Automatically exempt purchases from tax when appropriate
  • Send mail or email campaigns to ask your customers for certificates, and then track their progress

Once you set up CertCapture, you can add and request exemption certificates from Microsoft Dynamics GP:

  • Add a customer to CertCapture from Microsoft Dynamics GP
  • View the status of a CertCapture exemption certificate request in Microsoft Dynamics GP
  • Retrieve a CertCapture exemption certificate in Microsoft Dynamics GP

Use Exemptions

Exemptions is included with AvaTax.

  • Store up to 25 customer exemption documents in one place. Upgrade to CertCapture if you need to store more than 25 documents.
  • Exempt purchases from tax by associating exemption information with customer records.

To activate Exemptions in AvaTax, select Exemptions and then select Get Set Up. For more information, see set up Exemptions.

Add an exemption number to a transaction

When you add a tax exemption number to a transaction in Microsoft Dynamics GP, AvaTax exempts the transaction but does not store the customer exemption information.

To store customer exemption information, use CertCapture or Exemptions.

Add an entity use code to a customer record

When you add an entity use code to a customer record in Microsoft Dynamics GP, AvaTax exempts this customer's transactions as long as the entity use code is valid for the jurisdiction where the transactions take place. However, it does not store customer exemption information.

To store customer exemption information, use CertCapture or Exemptions.

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