Assigning Sales Tax Exception Groups to Customers

You can assign a tax exception group to:

• All customers in selected zip codes, geocodes, or states.

• All customers in a tax jurisdiction.

• Individual customers.

Note: For a tax exception to apply, you must assign the tax exception group to a customer and the product or price line the customer is buying. The tax exception group must also include the customer's zip code in its defined locations.

When a tax exception group applies to all customers in the locations to which the group applies, set a flag in the tax exception group record.

To assign a tax exception group to all customers in a location:

1. From the Maintenance > Tax, Duty & Exchange Rates menu, select Tax Exception Group Maintenance to display the Tax Exception Group Maintenance window.

2. In the Exception Group ID field, enter a group ID to display the tax exception group.

3. Select Apply to Customers.

Note: You must also set the Always/Never field on the Product Tax Exception Groups screen to Never in order to include all of the customers that are tax exempt. For more information, see Assigning Sales Tax Exception Groups to Products or Price Lines.

4. In the Enter Zip Code or State field, enter the locations to which the exception group applies.

Note: This field displays as Enter Geocode or State if you have National Sales Tax Database installed.

• If you have no geocodes, zip codes, or states defined, then the product is tax exempt for every customer in every state.

• If you have one or more geocodes, zip codes, or states defined, then the product is tax exempt for those customers within that geocode.

For information on how to select groups of geocodes, zip codes, or states, see Selecting Geocodes.

5. Save your changes and exit the window.

All Customers in a Tax Jurisdiction

When a tax exception group applies to all customers in a jurisdiction, assign the tax exception group to the tax jurisdiction.

To assign a tax exception group to a tax jurisdiction:

1. From the Maintenance > Tax, Duty & Exchange Rates menu, select Tax Jurisdiction Code Maintenance to display the Tax Jurisdiction Code Maintenance window.

2. In the TaxCode field, enter a code to display the code information.

3. In the Tax Exception Groups field, select the group you want to assign to customers.

4. Save your changes and exit the window.

Individual Customers

When a tax exception group applies to selected customers in a tax jurisdiction, assign the tax exception group to the customer records.

To assign a tax exception group to a customer:

1. From the Maintenance menu, select Customer to display the Customer Maintenance screen.

2. Display the customer record.

3. From the Pricing menu, select Tax Groups to display the Tax Groups window.

4. Click Recall List to display the Recall List window. Do one of the following:

5. In the Select Work ID field, enter the name of the exception group.

6. Select from a list of exception groups.

5. The system displays a list of defined exception groups and select the group this customer participates in. Select one and click OK. The system adds the exception group name Tax Groups window.

6. Repeat step 4 to select additional groups the customer participates in.

7. Save your changes and exit the window.

See Also:

Sales Tax Exception Groups Overview

Sales Tax Overview

Creating Sales Tax Exception Groups

Assigning Tax Exception Groups to Products and Price Lines

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