Accounts Receivable - Customer Sales Tax Exemptions
Function
The Customer Sales Tax Exemptions task is for storing sales tax Exemption Certificate information issued to a customer by a state, and/or an Entity Use Code from the sales tax service being used. Note that Exemption Certificates and Entity Use Codes are associated with the location where the sold items are being shipped.
To access this task...
Select Customer Sales Tax Exemptions from the Inquiry and Maintenance menu.
Customer Sales Tax Exemptions
About the Fields
To enable edits to the form select 
.
In the Customer ID field...
-
Enter the valid customer number.
-
Click
to select a customer ID from a list of existing active code records.
To view a list of all records including inactive records, see Query
Functions. -
Click the record navigating buttons;
to view the first record, 
to view the previous record, 
to view the next record, and 
to view the last record.
From the Ship To dropdown...
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Select Bill To (B) if the ship to address is the same as the bill to address.
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Select Ship To Code (S) if the ship to is a defined ship to address for the customer.
In the Customer Ship To field...
Disabled unless "Ship To Code (S)" is selected for the Ship To.
-
Enter a valid Customer Ship To code.
-
Click
to display defined customer ship to codes for this vendor.
In the Entity Use Code field...
- Enter valid Entity Use Code provided by the sales tax service being used.
In the Exemption Number field...
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Enter valid Exemption Number of the state issued Exemption Certificate for the location where the sold items are being shipped.
In the Expiration Date field...
-
Enter expiration date of the state issued Exemption Certificate.
When done making selections...
-
Click
to save the new code. -
Click
to clear
the form and begin again.
Closing an unsaved record will issue the prompt:
Save changes for this record?
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Select Yes to save the changes.
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Select No to return to the form.