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Avalara Help Center

How do I add an exemption number to a customer in Sage 300?

Overview

You want to know how to add an exemption number to a customer profile in Sage 300.

Environment

Sage 300

Resolution

  • Go to the customer record (Through A/R or Sage 300 ERP Sales Tax Powered by AvaTax) > go to INVOICING tab > change Tax Class to 2 > list Exemption Certificate number in Registration Number > Save
  • Avalara will receive the exemption number listed on the customer in all transactions
  • The customer will be exempt in all states which accept the undefined exemption type Other, which is entity use code L

 

Note: The exemption will not work to exempt a sale if the Exemption Certificate Options are set to Required in the admin console, go to Settings > Exemption Certificate Options to review settings.