Learn how to indicate when a customer is exempt from paying sales tax in Global Tax Determination.

1. Go to Settings > Advanced Settings.
   The legacy settings open in a new tab.
2. Click Manage.
3. Select the organization in the side panel.
4. Click the Customer tab and select the customer in the side panel, then click View/Edit Tax Rules and Certificates.
5. In Step 1, select the Entity/Use Code that corresponds to the certificate.
   • If the customer only has one Entity/Use Code assigned to them, leave that code selected.
   • If the customer has more than one Entity/Use Code assigned to them, select the appropriate Entity/Use Code from the dropdown.
   • If the dropdown is grayed out and says Non-Entity/Use Based, there is no Entity/Use Code assigned to the customer. Click Create/Edit Customer and assign an Entity/Use Code to the customer in Step 2, then click View/Edit Tax Rules and Certificates to return to the certificate page.
6. Select the taxing jurisdiction the exemption applies to using one of these methods:
   • In the side menu, select the taxing jurisdiction from the dropdowns and click Go, then select the jurisdiction from the list. In Step 3, only the jurisdiction you selected will appear.
   • In Step 2, select the taxing jurisdiction from the dropdowns and click Show. In Step 3, the jurisdiction you selected and all of its sub-jurisdictions will appear. This method should only be used if the taxing jurisdiction has few or no sub-jurisdictions, as Global Tax Determination may have trouble saving the exemption if there are many sub-jurisdictions listed in Step 3.
7. Enter the following exemption information:

   Certificate #

   The number of the exemption certificate.

   Effective Date

   The date when the exemption becomes or became valid.

   Expiration

   The date when the exemption certificate is no longer valid.

   Received

   Select this option if you have a copy of the exemption certificate from the customer. If you leave this box blank, Global Tax Determination will only apply the exemption if your organization allows exemptions without having received exemption certificates from the customer. The exemption will not be applied if your organization requires certificates.

   Note: You can change your organization's certificate requirements on the Tax Preferences page.

   Apply to All Sub TJs

   Select this option if the exemption applies to all sub-jurisdictions within the taxing jurisdiction that you selected.

   SKU Dependency

   You can include or exclude certain SKUs from the exemption. If you do not need to do this, leave this field set to None, which is the default.

   • To apply the exemption to specific SKUs, select Included, then list all the SKUs, separated by commas, in the SKUs field.

   • To exclude specific SKUs from the exemption, select Excluded, then list all the SKUs, separated by commas, in the SKUs field.

8. Click Save Certificate(s).