Note: This feature is for stores that use the Avalara AvaTax™ service with Paladin.

Note: If you see the tax subtotal on the main Invoice screen, Avalara isn’t enabled. Only the pre-tax subtotal is shown in the bottom-right corner of the screen when Avalara is enabled. If you just enabled Avalara, restart Paladin before testing an Invoice.

  1. In Paladin, on the top ribbon, select the Customers module.
  2. Enter or select a customer account from the Customer list. If needed, on the bottom ribbon of the module, click F1 Advanced Lookup and search for the customer account.
  3. In the Electronic tab, you can select a tax exemption reason for the customer account in the Tax Exempt Code list (Figure 1).

Paladin Customer/Tax Exempt Codes
Figure 1: Paladin Customer/Tax Exempt Codes

  1. If a customer account’s State tax value (on the Customers tab) is set to None, the customer is tax-exempt, and the Tax Exempt Code (on the Electronic tab) must display a reason other than Non Exempt.
  2. If the State tax value and the Tax Exempt Code are incompatible, an informational message is displayed when you try to save customer account changes.

To give a customer tax-exempt status:

Note: These steps only apply to stores that use Avalara AvaTax™ with Paladin.

  1. In Paladin, on the top ribbon, select the Customers module.
  2. Enter or select a customer account from the Customer list. If needed, on the bottom ribbon of the module, click F1 Advanced Lookup and search for the customer account.
  3. On the bottom ribbon of the module, click F8 Tax.
  4. In the Tax Window, in the State column, select None.
  5. Click F12 Finish.
  6. Click the Electronic tab.
  7. In the Alternate Customer IDs pane, select a Tax Exempt Code.
  8. Click F12 Save.

If you have questions or suggestions about this information, contact support@paladinpos.com.

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Printed on: 3/29/24