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Avalara Help Center

How to add a partial exemption for a customer in California?

Overview

We have received a partial exemption from one of our California clients. 

Environment

Avalara AvaTax

Resolution

  • Starting the 1st of July 2014, the system will recognize Entity Use Code I as a partial exemption. 
  • Edit the customer card, within your accounting system, with an Entity Use code of  I.
    • If you are unable to send over Entit​y Use Codes in your ERP/Ecommerce platform and are using ECMS or CertCapture
      • When the certificate is created, assign Entity Use Code I as the exemption reason.