You can set an account as tax exempt so when you create orders for the account, taxes subject to exemption are automatically not added to the order. To set an account as tax exempt:
- Click the Accounts or Contacts link for the appropriate designation from the Main Menu. The Accounts or Contacts screen opens.
- Select the account/contact to set as tax exempt.
- Right-click and select View -> A/R Demographics. The A/R Demographics screen opens.
- Uncheck the Taxable check box.
- Click OK.
If orders already exist for the account prior to updating the account's tax exemption status, you can manually remove the taxes from the existing orders.
- Locate the order.
- Right-click on the order and select Edit -> Edit. The Edit Service Order screen opens.
- Select the Other tab.
- Uncheck the Taxable check box.
- Click OK.
Taxes are removed from the order as a separate line item on the Service Order Items tab. If taxes are not removed, verify the tax resource(s) is configured as eligible for exemption. See Tax Resources for more information.
Comments
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It would be helpful to place in the above article that if changing tax exempt status after the fact the by editing an existing event, Enter the event and service order - selecting other and checking the taxable box removes any taxes applied to that order.
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