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:

1. Open the DZ Customer Supplement window.
2. Select a the customer record.
3. Set their Base Taxable Status to Taxable.
4. Select the Allow Override by State checkbox.
5. Type “CA” or use the lookup to select California in the State field.
6. Change the Taxable Status for CA to Exempt.
7. If you would like to use exemption certificate expiration dates, then please see Tax Certificate FAQ.
8. Save the DZ Customer Supplement window.
9. If you have more customers to setup in this way, then repeat steps 2 through 8 for those customers.
10. Open the DZ Assign Customer Tax Schedules window.
11. 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