I have a customer with a NY exemption but they want to pick up their order from our UT facility. Is there a way to exempt them based on bill to address or how else can I get the transaction to be exempt? I have confirmed with the State of UT that the transaction can be exempted as it will end up out of State.
The only way to exempt the customer when the pick up the product is to mark them as exempt in UT. Otherwise maintain the ship to address as NY. Using a NT tax code to remove the tax will cause issues with filing so that is not recommended.