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Exempt Customers from Sales Tax in Salesforce Sales Cloud

There are several ways to exempt your customers from tax:

  • Use CertCapture or Exemptions
  • Add an exemption number to an account in Salesforce Sales Cloud
  • Use an entity/use code in Salesforce Sales Cloud

While AvaTax keeps a record of exempt transactions, it doesn't keep a record your exempt customers. To keep a record of your exempt customers, use CertCapture or Exemptions.

Exempt customers with CertCapture or Exemptions

  1. Set up CertCapture or set up Exemptions.
  2. In Salesforce Sales Cloud, make sure the customer code on your exempt customers' records matches the customer number you entered when you were creating the exemption in CertCapture or Exemptions.

When Salesforce Sales Cloud processes invoices, AvaTax checks the customer number to see if there's a record in CertCapture or Exemptions and exempts customers as needed.

Exempt a customer with an exemption number

AvaTax exempts all transactions for customers assigned an exemption number.

  1. Select an account in Salesforce Sales Cloud.
  2. Enter an exemption number in the exemption number field on the account record.

Use an entity/use code to exempt a customer, a transaction, or an item

Entity/use codes are custom values that link customers, transactions, or items to tax rules. For more information about available entity/use codes, see exemption reason matrices

Map an entity/use code to a customer

  1. Select an account in Salesforce Sales Cloud.
  2. Select an entity/use code on the account record.

Map an entity/use code to a transaction

  1. Go to Orders, Opportunities, or Quotes and open the object you want to make exempt.
  2. Add an entity/use code to it. The exemption applies only to that transaction.

Map an entity/use code to an item

  1. Go to Orders, Opportunities, or Quotes and open the object to which you want to add an exemption.
  2. Select the product to add the exemption to and enter the entity/use code. The exemptions applies only to that item on that transaction.
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