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How can I set a customer to be exempt in Netsuite?

Overview

I'd like to handle exemptions solely through Netsuite.

Environment

NetSuite

NetSuite OneWorld    

Resolution

If your company isn't using AvaTax Exemption or Avalara CertCapture, and if you're not using the entity/use code field on an invoice. There are two ways to exempt a customer.

  • In NetSuite, on the customer record go to the AvaTax tab.
  • Uncheck 'TAXABLE' field. The TaxItem field should remain as AVATAX.
    • When the invoice is posted to AvaTax, 'Exempt' will be populated in the 'Customer Exempt No.' field.

or 

  • Type the word EXEMPT in the AvaTax 'Exemption Certificate No.' field.
    • Any text in the field will make the customer exempt.  
  • This method does not work in Hawaii. Instead, use entity/use codes.