Tax-Exempt Customers without Avalara
Is there any way to set up a customer as tax-exempt without the Avalara integration? The Tax Zones are not sufficient to segregate exempt customers and still report gross sales/exempt sales correctly, unless I'm missing something. Any help is appreciated.
Thanks for the screenshots Tami!
On the Reporting Groups (TX205200) screen do you then have a Reporting Group for Exempt Sales? That might be what Mimi is missing.