Taxes and Exemptions


System Maintenance Menu -> Configure System Settings -> Accounting Tab -> Accounts Receivable -> Tax Codes -> ADVANCED button -> Tax Exemptions By XXXX -> TAXES window -> Taxes and Exemptions

System Maintenance Menu -> Configure System Settings -> Accounting Tab -> Rental Product Classes / Sales Product Classes / Services -> Taxes and Exemptions

Accounts Receivable Menu -> Customer Information / Customer Site Information -> Codes window -> Tax Exemptions window -> Taxes Exemptions

Accounts Receivable Menu -> Account Adjustments -> A/R Invoices -> Tax window -> Taxes and Exemptions

Counter Menu / Order Entry Menu -> Customer Documents -> Tax window -> Taxes and Exemptions

Document Search windows -> Resulting Document List -> DETAILS button -> Expanded Details -> Tax window -> Taxes and Exemptions


This utility can be used to set taxes with the tax exemptions.
It applies only to the Enhanced Tax processing, as activated in the Company Taxing Parameters.
The Tax Exemption window is triggered when defining tax and exemptions for GEOCodes, divisions, cities, Postal/Zip, customers, sites, product classes, services, and also when reviewing tax exemptions on the document.

Refer to Tax Maintenance Overview for Enhanced Tax Rules.

TAX EXEMPTIONS
Depending from where this window is triggered, it can be used to setup the relevant tax codes and exemptions, or it is information only if the operator does not have role permission to Change Tax Codes.
The prompts in the Exemption window are:

SEQ
The sequence number tracks the tax exemption records in the file.
Multiple tax exemption records can be recorded for each GEOCode, document, customer, site, division, class, or service.

CODE
Enter the Tax code or select it from the drop-down list as setup in Tax Codes.
Shortcut to set Tax codes & Exemptions:
If * (asterisk) is entered in the Code field in place of an actual tax code, tax codes with exemptions can be defined as outlined in Add Missing Tax Codes.
This utility is only offered for Sites, Customers, Divisions, Classes, and Services.

DESCRIPTION
The Tax code description displays.

EXEMPTIONS
Separate Exemption flags can be entered for each of Rentals, Sales, Services, and Damage Waiver, or the flags can be selected from the drop-down lists provided.
This data is reflected with the Tax details on the spreadsheet output of the Site Report and the Customer Discounts & Tax Status Report.
RENTALS
This field does not apply to Services.

Set the tax exemption flag that should apply to Rentals for this tax as follows:

  • Leave this field blank if Rentals are not exempt from this tax.
  • Type Y (YES) if Rentals are Exempt from this tax.
  • Type O (Omit) to totally omit this tax for Rentals.
    On documents, the O option is only offered on the document header and if selected will cause this tax to be omitted on all rental details on this document.

SALES
This field does not apply to Services.

Set the tax exemption flag that should apply to Sales for this tax as follows:

  • Leave this field blank if Sales are not exempt from this tax.
  • Type Y (YES) if Sales are Exempt from this tax.
  • Type O (Omit) to totally omit this tax for Sales.
    On documents, the O option is only offered on the document header and if selected will cause this tax to be omitted on all sales details on this document.

SERVICES
This field does not apply to Products or Classes.

Set the tax exemption flag that should apply to Services for this tax as follows:

  • Leave this field blank if Services are not exempt from this tax.
  • Type Y (YES) if Services are Exempt from this tax.
  • Type O (Omit) to totally omit this tax for Services.
    On documents, the O option is only offered on the document header and if selected will cause this tax to be omitted on all services details on this document.

DMG WAIVER
This field does not apply to Products, Classes, or Services.

Set the tax exemption flag that should apply to Damage Waiver for this tax as follows:

  • Leave this field blank if Damage Waiver is not exempt from this tax.
  • Type Y (YES) if Damage Waiver is exempt from this tax.
  • Type O (Omit) to totally omit this tax for Damage Waivers.

EXEMPT #
This field only applies to the customer and site exemptions.

Enter the tax exemption number if it is available.
This tax exemption number will print in the document comments when applied to Sales or Rental exemptions.

EXEMPT TYPE
This is a free format field to associate with this exemptions.
EXPIRY
This is an information date only which does not impact the calculation on the document.

Finished?
Click ACCEPT to accept or CANCEL to abort.

ACTIONS:
Additional actions to bulk load or bulk delete Tax Exemption records are provided by buttons on the Taxes and Exemptions setup screen when called from one of the following utilities:

Tax Exemptions By Site
Tax Exemptions By Customer
Tax Exemptions By Division
Tax Exemptions By Class
Tax Exemptions By Service
Note: Only Tax codes with some exemption flags are added to the table.
Topic Keyword: DCTX01
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