Tax Exemptions
This file maintains exemptions by customer, by state or province, with start and expiration dates. If this file is activated, tax exemptions for each order will be checked, based upon the customer account# and the state into which the material is being shipped, or the state assigned to the warehouse from which a will-call is made. If an exemption record is found for that account and state, and the current date is within the start/expiration date span of the exemption, then the order will be considered non-taxable (tax exempt).
Granting Access
Control access to this functionality has to granted via the Navigator menu options (NAV 1, 2, or 5).
Levels 2 and 3 provide access to the Create, Update, Copy, and Delete options.
Tax Exemptions in Navigator
The Tax Exemption file is accessed under the Accounting group of File Management files.
The first window to appear allows you to filter the records that display.
Filter the records as needed and click Apply to populate the table.
To create a new record, click Records and then select Create.
If Avalara is enabled, Customer Usage Type is required. If Avalara is not enabled, an Exemption is required.
Mass Updating Records
Access the Mass Update feature via the Records drop down.
At least one filter must be set for a Mass Update. As a security precaution, if you try to run a mass update against all the records an error message is issued.
The following fields can be mass updated.
Associated Files
Billto File
Tax Exemptions for an account can be accessed via the Options drop down menu.
The End Date is an optional setting.
