| Description |
Customers may have specific tax exemptions that need to be identified when calculating taxes. We need to track exemption combinations as well as special taxing on the tax tab for customers.
Need another grid to track tax exemptions:
We currently have this grid for special taxing:
!pastedImage_d37279_0.png! We need another grid added on the taxing page to track tax exemptions. The grid needs the following columns:
Item Item Category Tax Code Tax Class State Exemption # Start Date End Date
* Item - Item Maintenance, Drop Down
* Item Category - Item Maintenance, Drop Down
* Tax Code - From Tax Code under Common Info, Drop Down
* Tax Class - From Tax Class under Common Info, Drop Down
* State - Drop Down of US States
* Exemption # - Text Field
* Start Date - Date Field
* End Date - Date Field
* Examples:
** Customer Sales Tax exempt on everything, in Indiana.
** Customer Tax Code FET exempt for everything.
** Customer Sales Tax exempt on Feed.
** Customer Tax Code Exempt on SET on Gasoline Cateogry in Indiana.
Exemptions will be calculated in invoicing based on the data provided here based on most specific to least specific.
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