Customer tax exemptions

If a customer is exempt from paying taxes that would otherwise be applied, you can identify those exemptions and Enrich will not apply those rates.

1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Edit Customer. The Edit Customer change screen appears.
3. Click Tax Exemptions . The Customer Tax Exemptions add screen appears.
4. Fill in the fields as required.

   Tax Codeis the type of tax being exempted. You can right-click in the field and select Prompt to select the tax from a list.

   Cost Typeidentifies what type of cost the tax is exempt for, e.g. administration. You can right-click in the field and select Prompt to select the cost type from a list.

   Exemptflags whether or not the customer is exempt from the specified tax. You can right-click in the field and select Prompt to select the flag from a list.

5. Click Enter to save the exemptions.
6. Click Change . The Customer Tax Exemptions change screen appears.
7. If the customer will have any facility level tax exemptions:
   1. Click Facility Exemptions . The Customer Tax Facility Exemptions add screen appears.
   2. Fill in the fields as required.

      Tax Codeis the tax to be exempted. You can right-click in the field and select Prompt to select the tax from a list.

      Facilityis the facility where the specified tax will be exempt for the customer. You can right-click in the field and select Prompt to select the facility from a list.

      Cost Typeis the type of costs that will be exempted from the tax, e.g. administration costs, labor, etc. You can right-click in the field and select Prompt to select the cost type from a list.

      Exemptflags whether or not the cost type is exempt from tax for the customer at the specified facility. You can right-click in the field and select Prompt to select the flag from a list.

   3. Click Enter to save the exemptions.

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