Tax Exemptions By Customer

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.

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