Specific Accounts need to be exempt when AvaTax for Salesforce calculates.
AvaTax for Salesforce
Doing the following, an Account in Salesforce can be marked as exempt in Salesforce.
- Ensure the Enable Entity/Use Code checkbox is checked in your TaxNow Settings.
- On the Account record, make sure you have the Entity/Use Code field available. If it isn't, it can be pulled down using Edit Layout.
- In the Entity/Use Code field, enter the letter corresponding to why the customer is exempt. The following has the list of available options: https://help.avalara.com/kb/001/What...lara_AvaTax%3F