Versions

AM10 for SQL and Express (and higher versions)
AM9 for LAN (and higher versions)

Modules

AR, SO, Sales Tax Integration

Question

How do I set up the customer record for tax-exempt customers?

Answer

If you have activated and set up the Sales Tax Integration module (AvaTax or TaxJar), then assign a Tax Exemption status and enter the Certification Expiration Date in the Customer Maintenance ► Information tab.

If you did not purchase the Sales Tax Integration module, then do not assign a sales tax code to the Customer Address Maintenance record for the customer’s Ship To address or to the Sales Tax field in the Customer Maintenance ► Information tab.