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Mapping Customer Exemptions

Learn how to map customer-level exemptions and address-level exemptions.

Overview

Managing exempt customers can be handled in the NetSuite customer record. Blanket exemptions can be assigned to individual customer records. See Zamp's exemption codes, here.

NetSuite also supports multiple addresses for customers. You can assign exemption codes at the address-level to accommodate per-state exemptions!

This is handled the same way for Standard Tax and SuiteTax NetSuite accounts.

Mapping a Customer-level Exemption

If your customer is exempt from tax from all states, you will also primarily map this from the customer record.

  1. Through Lists > Relationships > Customers, select the customer you wish to mark as exempt from sales tax

  2. Click Edit

  3. Click Financial

  4. Look for the Zamp | Exemption Codes, and select the applicable exemption category from the dropdown

    1. If you are unable to find this field, talk to your Zamp representative or your NetSuite administrator. You may need to edit your customer form to include this field.

Mapping an Address-level Exemption

If your customer is exempt from tax in certain states, you will handle mapping addresses to exemption codes within the customer record and the Address subtab.

  1. Through Lists > Relationships > Customers, select the customer you wish to calculate Zamp Taxes for

  2. Click Edit

  3. Click Address

  4. For the address that is in a state where the customer is exempt, click the edit (pencil-icon) button

  5. Assign the intended exemption code under Zamp | Address Exemption Code

Now What?

Whether an exemption is assigned at the customer-level or for a specific address, it will flow over to Zamp for the appropriate categorization during the filing process.

Exemptions will be reflected in your Zamp account for your validation as well.

Can't Find the Address Exemption Code?

If you navigate to a specific address you are looking to apply a Zamp exemption code, and the Zamp | Address Exemption Code is not appearing, check the below.

  1. In your global search, look for Address Forms

  2. In the list, find Custom Address Forms

  3. Click Edit

  4. Under the subtabs, click Country

  5. If you have no countries listed in the box, you will need to add United States or your country

  6. The address exemption drop should now appear on your customer record

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