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

Overview

I'd like to handle exemptions solely through Netsuite.

Environment

NetSuite OneWorld    

Resolution

  • Make sure your admin console ECMS settings are set to Optional for both CA and the US
  • At the customer record be sure to uncheck the Taxable box in the Financial tab
  • This will send populate the Exemption No. field of the invoice with the word Exempt every time they're invoiced, resulting in no tax, other than Hawaii.