The DZ Customer Supplement window has a feature to allow the customers' to be taxable or exempt based on the state. This feature is the Allow Override by State option on the DZ Customer Supplement window.
To make a customer Taxable, except in California:
Open the DZ Customer Supplement window.
Select a the customer record.
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Type “CA” or use the lookup to select California in the State field.
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If you would like to use exemption certificate expiration dates, then please see
Tax Certificate FAQ.
Save the DZ Customer Supplement window.
If you have more customers to setup in this way, then repeat steps 2 through 8 for those customers.
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Run the process to update the customers with your changes (Any addresses in CA will now be assigned
Exempt Tax Schedule.
Frequently Asked Questions
Exempt Customer FAQ
Tax Certificate FAQ