Tax Exempt Customer

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Posted on by Terrie Johnson

I have a very simple setup, advanced sales tax, 1 schedule with 2 details, inventory items set to "based on customer", customers set to "delivery", and all customers have the tax schedule assigned.

tax calculates perfectly.

I need tax exempt sales. i have the tax id on the tax exempt1 field under options but taxes still calculate.

I understand I can remove the schedule or change to pickup, but then the sales are not included as being "exempt".

What is the recommended way to setup a tax exempt customer in GP please?

Thank you!

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Nicole Hellerud 1,712 on at

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Hi Terrie-

Thank you for your post.

Could you create a new Tax Detail ID and Tax Schedule ID to have a value of 0 and list it as Exempt?

I look forward to your feedback once available.

Nicole Fiskum

Support Engineer

Microsoft Dynamics

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