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