How to assign an Avalara AvaTax™ tax exempt category to a customer

1. On the top ribbon, click the Customers module.
2. Search for and display the customer account.
3. On the bottom ribbon, click Taxes or press F8.
4. In the Tax Window, in the State column, select None, and then click Finish or press F12.
5. Click the Electronic tab.
6. In the Alternate Customer IDs pane, in the Tax Exempt Code list, select the customer’s tax exempt code.

   

   Tax exempt codes

   A – Federal government (United States)

   B – State government (United States)

   C – Tribe / Status Indian / Indian Band (both)

   D – Foreign diplomat (both)

   E – Charitable or benevolent org (both)

   F – Religious or educational org (both)

   G – Resale (both)

   H – Commercial agricultural production (both)

   I – Industrial production / manufacturer (both)

   J – Direct pay permit (United States)

   K -Direct mail (United States)

   L – Other (both)

   M – Not Used

   N -Local government (United States)

   O – Not Used

   P – Commercial aquaculture (Canada)

   Q – Commercial Fishery (Canada)

   R – Non-resident (Canada)

7. Click Save or press F12.

   Note:  If a customer’s State Tax value is not None, and you set a tax-exempt code, you cannot save the changes, and a message will appear.

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