Tax Exemptions By Customer


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

Tax exemptions can be maintained for the different customers in the Tax Exemptions By Customer 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 customer in the Codes window in Customer Information.

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 Customers are:

CUSTOMER NUMBER
Enter the Customer number 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 that can also be accessed in Customer Information.
A 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 customer.
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 Codes window of Customer Information.


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Topic Keyword: DCTX11
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