SA Exemption Setup overview

System Administrator > Setup > Exemption

Function acronym: SASGE

If your Tax Interface is System Rates, use this page to exempt a customer or a ship to from taxes.

Exemptions can be applied to these taxes:

  • Sales or use tax for all transactions within a particular state
  • Taxes on a specific product
  • Taxes on a specific product line
Caution: 
Infor discourages the use of the SA Exemption Setup functionality with Sovos GTD, or AvaTax, Vertex Cloud. Before you use this function with a third-party solution, contact Infor Consulting Services (ICS) to plan your implementation.

You can exempt a specific product or product line for one or all customers. To tie to a product or product line, you must set up a matching tax exempt type in SA Exemption Setup and Product Warehouse Product Setup-Taxing or Product Line Setup-Tax.

If you create a product record based on the product line record's defaults and then override the tax exempt status on the new product record, the status for the product line record no longer applies. The tax exempt status for the product line is not used in the tax logic hierarchy.