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How to setup Entity/Use Codes in AvaTax for Salesforce?

Overview

Specific Accounts need to be exempt when AvaTax for Salesforce calculates.

Environment

AvaTax for Salesforce

Resolution

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