Skip to main content
Avalara Help Center

How can I make a customer partially exempt in both Dynamics GP and the admin console?

Overview

we have a tax override we need to do within Dynamics because the customer is in MS and we have an understanding that we only charge them 3.5% taxes and they direct pay the rest

Environment

Avalara Avatax
Dynamics GP

Resolution

To make a specific customer partially exempt you will need to make a customer rate override that applies to a custom entity use code for that specific customer.

THen you will need to create that same entity use code as a customer code within GP

Lastly you will need to map that entity use code to your customer on their customer maintenance record.