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Managing Sales Tax Exemption for Customers (AvaTax Settings)
Managing Sales Tax Exemption for Customers (AvaTax Settings)

Learn how to handle customer tax exemption with AvaTax.

Seller Labs avatar
Written by Seller Labs
Updated over a week ago

X-Cart’s AvaTax Sales Tax Automation allows you to handle tax exemption for customers.

Scroll down the Account details section of a customer profile. You will find the AvaTax settings section where you can enter the number of a customer tax exemption certificate and type of usage:

If the Exemption number field has a value defined in a customer profile, this disables tax calculation completely for this customer.

If you need to allow tax exemption for customers depending on the certificate validity and the customer nexus, you need to create an exempt customer in your Avalara account.

For this purpose:

  1. Open the “Exemptions” page in your Avalara Avatax account:

  2. Click the Add an exempt customer button on the “Exemptions” page:

  3. Complete customer profile creation following the guides here.

Enter X-Cart’s customer profile ID (number only) as the value of an Avalara Customer Code field when filling in a customer profile.

  • Customer Profile ID in X-Cart

  • Customer Code in Avatax

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