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Tax Exemption

edited Jun 2, 2025 2:45PM in Ask A Guru 9 comments

Greetings,

I have a question about Tax Exemption, here is the scenario, we have a customer : Sub customer and Unit (custom record). and Sub customer : unit combination might have tax exempt based on a state or type of business, how do you account for this? we have Avalara and they weren't much of help when we went to them.

If Unit was a sub customer of a sub customer, it would have been a easier but we are too far down the road to back track.

TIA for any input.

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