Configuring Exception Certificate Management with Avalara

In 43 states across the United States, economic nexus laws require businesses to collect and remit sales taxes based on their activities within each state. These laws require businesses to manage tax-exempt transactions for various customer types, such as healthcare organizations, governments, universities, and nonprofit organizations, which are exempt from tax payments. Therefore, companies must have current and correct versions of their customers' tax exemption certificates to accurately apply valid certificates to transactions.

In this chapter, you will explore how to implement the exemption certificate management functionality in MYOB Acumatica. You can use this functionality to accurately track tax-exempt transactions for eligible customers.