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How do I make exempt customers not calculate tax in QuickBooks Online?

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Overview

I need to make exempt customers not calculate tax in QuickBooks Online.

Environment

QuickBooks Online

Avalara Avatax

Resolution

  • There are two ways to exempt customers in QBO
  • If you would like these transactions to come to AvaTax do the following:
    • Add their exemption number in the customers page.
    • Go to the Tax Info tab when you edit the customer page.
  • If you do not want these transactions coming to AvaTax.
    • Login to https://avataxforqbo.com and click on Edit Configuration
    • Switch the Calculate Tax toggle to 'Tax only taxable customers'
    • Then in the Tax Info tab on the customer in QBO, uncheck Taxable Customer.