AvaTax in the AR Customers window
After you integrate with AvaTax in the Sales Set Up AvaTax Integration window, the following fields appear in the AR Customers window:
• Tax Exemption Number: If this customer has tax exempt status, enter the number here. If you enabled the ECMS system in AvaTax, leave this field blank.
• Entity/Use Code from AvaTax: If you selected an Entity Use Code from the drop-down in the Tax Rules section in your AvaTax setup, enter the corresponding letter code here. For example, if you selected G) Resale, enter G here. If you enabled the ECMS system in AvaTax, leave this field blank.
• VAT Business ID: If this customer has a VAT (value added tax) ID number, enter it here.
If you enforce the use of AvaTax, the Sales Tax field in the Default Customer Information section is hidden; however the value will be restored if you turn off AvaTax integration.
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If you selected the Enable address validation check box in the Set Up AvaTax Integration window, you can select the Validate Shipping Address button on the Billing/Shipping tab to validate the address through Avalara. This button is also available if you enter additional shipping addresses in the AR Multiple Shipping Address window.
On the Billing/Shipping tab, you must fill in Address 1 of the Ship To address for AvaTax to correctly calculate tax based on the customer’s address.
Published date: 10/11/2021