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 need to enter the customer Name from Cin7 Core in the customer's exemption record in Avalara, so that all sales in Cin7 Core will reflect the customer's tax-exempt status.
From your Avalara account, go to Exemptions and create a new or edit an existing customer.
Enter the customer name from Cin7 as the Customer code. Make sure that the customer name is entered exactly how it appears in Cin7 Core.
Add an exemption for the customer using either the Add an exemption or View exemptions → Add an exemption button.
Once you've set up the exemption record, all further sales in Cin7 Core from the tax-exempt customer will have zero tax calculated.
If you need assistance in setting up your customer's exemption records in Avalara, you may check out this article in the Avalara Help Center.
Set tax-exempt customer addresses
Cin7 Core allows you to specify customer addresses as tax-exempt.
Go to Sale → 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.