Accounts Receivable - Customer Sales Tax Exemptions



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 Record Query button 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...

  • Select Bill To (B) if the ship to address is the same as the bill to address.

  • 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 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...

  • 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 Save button to save the new code.

  • Click Clear Form button to clear the form and begin again.

Closing an unsaved record will issue the prompt:

  • Select [Yes] to save the changes.

  • Select [No] to return to the form.


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