Endpoints/models used: CreateTransactionModel

Your integration must include a field that allows users to input the merchant-facing customer code (number, ID) that will be passed to the AvaTax service in the transaction. This can be done using the customerCode field in the CreateTransactionModel. Customer codes are case sensitive and unique across your company. In addition, customer codes can be a maximum of 50 characters.

Some integrations have an internal GUID as a customer identifier along with a merchant-facing or vendor facing-customer identifier. So in the UI, you might see a customer ID, but the back end contains another string that identifies that particular merchant or vendor. Because of this, the customer code should be a unique, customer-facing value that is shown to the merchant so that the merchant can easily identify their exempt customer IDs.

When a user enters a customer code in your UI, AvaTax will search for the customerCode value and identify any exemption records linked to this customer object. If an exemption applies to the transaction, AvaTax will record the appropriate elements of the transaction as exempt.

View example