Defining or modifying invoice tax exempt information

Use the Tax Exempt page to define or modify the tax exempt information for the invoices.

  1. Select Billing > Invoice Profile.
  2. Click Add on the Tax Exempt tab. The Tax Exempt page is displayed.
    You can use the Edit option corresponding to the facility for which you require to modify the tax exempt information. The Tax Exempt page is displayed.
  3. Specify or modify this information:
    Facility
    The name of the location from where the demand for the parts is raised.
    Ship To
    The location at which the parts are received.
    Tax Exempt ID
    The tax exempt code assigned by a taxing jurisdiction such as the state, county, etc. This code can be the same as the Tax ID number.
    Exempt from All Taxes
    If this check box is selected, the invoice is non-taxable.
    Exempt Qualifiers
    The tax qualifier for which tax is not applicable when the tax exemption is implemented.
    Note:  The Available Qualifiers list displays the tax qualifiers defined in the Tax Qualifier tab of Invoice Profile page.
    Exempt Tax Codes
    The tax code that is not applicable when the tax exemption is implemented.
    Note:  The tax codes defined on the Tax Qualifier tab of Invoice Profile page are displayed in the Available Tax Codes list.
    Comments (Exemption)
    The additional text related to the tax exemption.
  4. Click Submit.