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How do I use a special rate with a partially exempt customer?

Overview

You want to know how to make a special rate apply to sales to certain types of exempt customers.

Environment

Avalara AvaTax

Resolution

  • Create a rate override rule, and select the customer exemption type in the Entity Use Code field:
    • Organization > Tax Rules > New > Select state> fill in fields, make sure to choose Rate Override rule and select the entity use code that matches your customer > Save

 

Note: If the rule should only apply to some of your customers with that exemption type, we recommend using a custom entity use code (unique) or changing the exemption type to one that is not being applied on any other customers in that state.

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