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.
- 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:
- The site on the document is first checked for any exempt flags,
as setup in Tax Exemptions By Site. 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.
- If there are no site exemptions, then exemptions for this
customer apply on the document.
- If 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 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.
Finished?
- Click ACCEPT to accept.
Topic Keyword: DCTX11