IMPORTANT: You must set up the tax definition before you can follow any other procedures listed here.
To learn more, click the title of a Knowledge Base Article (KBA).
|How to set up a tax definition||Set up–Taxes|
|How to assign a tax definition||Set up–Customers|
|How to create the tax exemption message||Set up–Taxes|
|How to create the Itemized Tax Exempt Transaction Report||Reports|
|How to create a non-taxable department||Set up–Dept|
|How to charge tax to a non-taxable customer at checkout||Invoice/Quote|
|How to change the tax definition on an entire order at checkout||Invoice/Quote|
|How to document a sales tax exemption at checkout||Set up–Taxes|
|How to change the default tax definition of a customer at checkout||Inventory|
|How to make core charges non-taxable||Invoice/Quote|
|How to change an item to non-taxable at checkout||Invoice/Quote|
|About Avalara AvaTax™||Avalara|