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How can I keep a handful of customers from coming to Avatax from Dynamics GP

Overview

I would like to keep exempt customer from coming to Avalara Avatax at all.

Environment

Avalara Avatax

Dynamics GP

Resolution

  • Setting the customer to a tax schedule other than Avatax will keep them from coming to the service.
  • This can be done by going to Customer Maintenance>and Clicking Tax Schedule.
  • Note: A blank tax schedule will default to Avatax and keep sending them to our service.