Overview
Selling to exempt customers is a common workflow for Business Central users. The Zamp integration to Business Central supports fully exempt customers, and customers who are exempt in certain states. It is important to take the time to map Zamp Exemptions to your Business Central exemption codes.
The exemption codes for your Business Central instance are found by searching Tax Exemption Types.
You can find Zamp's exemption codes by searching Exemption Entities in Business Central.
Fully Exempt Customer Mapping
Within Business Central, find your exempt customer under Customers.
Once your customer card is open, scroll down to Acumens e-Tax.
Change the Sales Tax Exemption to Tax Exempt.
Click Acumens e-Tax above, and click Exemptions.
This record should display any addresses associated with the customer, and the assigned exemption. You will need to update the Tax Exemption Type to the Business Central exemption code you have set-up.
Once the Business Central exemption is configured, ensure you map the Zamp Exemption Code under Exemption Entity.
The Exemption Entity is what will be sent to Zamp as the exemption type.
Once completed, this customer will be exempt for all transactions, including any custom or alternate shipping addresses used during transaction creation.
Exempt by State Mapping
The below is for a scenario where a customer is exempt in one or more states, but not in all.
Within Business Central, find your exempt customer under Customers.
Once your customer card is open, scroll down to Acumens e-Tax.
Change the Sales Tax Exemption to Mixed Tax Exemption.
Click Acumens e-Tax above, and click Exemptions.
This record should display any addresses associated with the customer, and the assigned exemption. You will need to update the Tax Exemption Type to the Business Central exemption code you have set-up.
For any state where the customer is exempt, add a new line with the Exemption State.
Once the Business Central exemption is configured, ensure you map the respective Zamp Exemption Code under Exemption Entity.
Once completed, the customer will only be exempt for the states indicated. When generating a transaction, the integration will read what the shipping address state is to determine if an exemption is needed.