Tax Exemptions By Site

System Maintenance Menu -> Configure System Settings -> Accounting Tab -> Accounts Receivable -> Tax Codes -> ADVANCED button -> Tax Exemptions By Site

Tax exemptions can be maintained for the different sites in the Tax Exemptions By Site window by clicking on the ADVANCED button in the Tax Codes.

It applies only to the Enhanced Tax processing, as activated in the Company Taxing Parameters.
 GEOCodes and Tax code Exemptions added or updated in this file are also reflected for the site in the Customer Site Information.

•The ability to change the Tax Codes is controlled by operator permission setup in Security Role Permissions.
 If an operator does NOT have role permission to change taxes, this window becomes view only.

•A flag in the Company Taxing Parameters can be set to cause all Site, Customer, and Division tax exemptions to be respected on the document.

•If your firm elects NOT to recognize all Site, Customer, and Division tax exemptions, the following exemption rules apply:

oThe site on the document is first checked for any Site exemption flags.
 If any site tax exemptions are identified the search for further exemptions ends, even if these exempted site tax codes do not apply to this document.

oIf there are no site exemptions, then exemptions for the customer on the document apply as setup in Tax Exemptions By Customer.

oIf there are no Site or customer exemption flags, divisional exemptions apply as determined by Tax Exemptions By Division.

Note: Tax Exemptions By Class and Tax Exemptions By Service exemptions apply regardless of Site, Customer, or Division exemptions.

The Tax Code Exemption Maintenance utility can be used to update tax and tax exempt information for a range of customers and/or sites.
 Refer to Tax Maintenance Overview for Enhanced Tax Rules.

The prompts to flag tax exempt Sites are:

CUSTOMER NUMBER

Enter the Customer number or select it from the window.

To select from the Global Sites, enter * in the Customer # field.

SITE

Enter the Site or select it from the window.

GEOCODE

The GEOCode field can be used to specify taxes to be charged for rentals, sales, services, and Damage Waivers for a customer.
 This field can also be accessed in Customer Site Information.
The GEOCcode Search window is provided to lookup the GEOCode as setup in Tax Codes By GEOCcode.

TAX EXEMPTIONS

This window can be used to setup tax exemption flags specifically for this site.
 Separate Exemption flags can be set for Rentals, Sales, Services, and Damage Waiver, as outlined in Taxes Exemptions.

This information can also be accessed in the window on the Customer Site Information.

Finished?

Click ACCEPT to accept.

Topic Keyword: DCTX12