Configure tax exemptions
You can recognize customers, customer addresses, and single sales as tax-exempt in Avalara.
Classify a customer as tax-exempt
If you have tax-exempt customers set up in Avalara, you can link them to customers in Cin7 Core from the Avalara integration settings.
Customers with matching names in Avalara and Cin7 Core are linked automatically. To permanently unlink customers with matching names, remove them from Avalara’s tax-exempt customers list.
Go to Integrations > Avalara.
Open Customer settings.
Click Load from Avalara.
Match each Avalara customer to a Core customer. All tax-exempt Avalara customers are listed.
Click Link on individual customers, or in the header to link customers in bulk. Customers must be selected to link in bulk.
Once linked, Cin7 Core references the linked Avalara customer for customer-level tax exemption evaluation when processing sales. Tax exemption is still determined by Avalara based on valid certificates associated with that customer.
You can manage linked customers in the following ways:
Updating tax exemptions—Click Load from Avalara to retrieve the latest tax-exempt customers. Required when first setting up your Avalara integration, and after adding new customers in Avalara.
Unlinking—Click Unlink on individual customers to remove the link and stop syncing their tax-exempt status. Or select multiple customers and click Unlink in the header to unlink in bulk. May be required after deleting customers in Avalara.
Resetting links after integration changes—Changing the Avalara company in your Avalara integration settings or disconnecting the integration deletes all tax-exempt customer links. After reconnecting or selecting a new company, you must relink your Avalara customers.
If you need help managing exemption records in Avalara, refer to Avalara’s documentation.
Set tax-exempt customer addresses
Cin7 Core allows you to specify customer addresses as tax-exempt.
Go to Sales → Customers and select a customer.
On the Addresses tab, select a Tax exemption reason code from the available options.
Save your changes.
When processing a sale for this customer, if a tax-exempt address is selected as the Shipping Address, the tax exemption reason code will automatically be brought through to the document header. It can be changed or removed at this stage, if necessary.
Classify a single sale as tax-exempt
Individual sales can be classified as tax-exempt during the sales process.
Open a new sale or an existing draft sale.
Select a Tax exemption reason code from the available options.
Continue with processing a sale as usual.