Tax Exemptions By Division

Tax exemptions can be maintained for the different divisions in the Tax Exemptions By Division 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 division in Divisions.

• 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 the customer on the document apply as setup in Tax Exemptions By Customer.
  • If there are no Site or customer exemption flags, these divisional exemptions apply.

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

Refer to Tax Maintenance Overview for Enhanced Tax Rules.

The prompts to flag tax exempt Divisions are:

DIVISION

Enter the division or select it from the drop-down list.

GEOCODE

The GEOCode field can be used to specify taxes to be charged for rentals, sales, services, and Damage Waivers for a division.
This field can also be accessed in the Divisions.
A window is provided to lookup the GEOCode as setup in Tax Codes By GEOCode.

TAX EXEMPTIONS

This window can be used to setup tax exemption flags specifically for this division.
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 Divisions.

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