You want to know how to make a customer exempt using Avalara AvaTax for Dynamics GP.
Microsoft Dynamics GP
- Exemption Number field
- Sending any value in this field will flag the transaction as exempt.
- Customer Maintenance > Options > Tax Exempt 1 (Data stored in the Tax Exempt 2 field is ignored.) ( this is an across the board exemption).
- If you are adding an exemption after creating an invoice, please ensure that the Tax Exempt 1 Field on the transaction header is populated as well, to ensure the information is passed to AvaTax
- Entity/Use Code field
- This is a field that is available at customer level and allows you to exempt a transaction by passing a pre-coded exemption reason (e.g. G for Resale).
- Customer Maintenance > Ship To Address > Additional > Entity/Use Code.
- Keep in mind that customized screens may hide this field and you have to enable entity use code in the GP configuration (this is linked to ship-to addresses)
The methods above enable you to mark a transaction or customer exempt in GP, see Work with Exempt Customers for methods to manage your customer's full exemption information, including storage of certificate images.