VMRS/equipment tax exemptions table

This tax exemption table allows you to indicate that particular types of work, e.g. towing, are exempt from a particular tax. You can also indicate that equipment may be exempt based on GVW. The state in which the work order facility is located will drive the look-up of tax exemptions. The exception is sublet work order lines; for these, the state from the sublet PO will be used to look up the tax exemption. MoreMore

If an exemption is found at the VMRS or equipment level, any exemption that may be defined for the customer will be ignored. VMRS will take precedence over equipment, which will take precedence over customer.

Changing the VMRS/equipment exemption table after the work order invoice has been generated will not change the invoice tax. Should you want to make adjustments, you would need to update the table, reset the work order to incomplete, and re-close the work order for the changes to take effect on the newly generated invoice.

You can override customer tax exemptions, by cost type, on individual work orders. There is no corresponding ability to override VMRS/equipment exemptions on individual work orders. The procedure mentioned above (change table, reset work order, re-close work order) would have to be used.

An assumption has been made that the equipment type is sufficient for separating equipment into the appropriate GVW categories. The actual GVW is not an attribute of the exemption table.

The absence of an entry in this table implies that tax is not exempt.

Tax exemptions will look at the VMRS exemptions when using Lease Rental tax rules in EMMS. When there are no VMRS tax exemptions defined, Enrich will look at the regular customer tax exemptions.

When setting up VMRS tax exemptions, all that is required is the VMRS. If the task, unit, equipment type, and cost type are all left blank, it means that the VMRS is exempt regardless of those values.

When using packages, the package VMRS will also be checked for exemptions.

This is the hierarchy that will be followed, all preceded by Tax Code and Province/State:

VMRS, task, unit, cost type
VMRS, task, unit, no cost type
VMRS, task, equipment type, cost type, ownership
VMRS, task, equipment type, cost type, no ownership
VMRS, task, equipment type, no cost type, ownership
VMRS, task, equipment type, no cost type, no ownership
VMRS, task, no equipment type, no unit, cost type, ownership
VMRS, task, no equipment type, no unit, cost type, no ownership
VMRS, task, no equipment type, no unit, no cost type, ownership
VMRS, task, no equipment type, no unit, no cost type, no ownership
VMRS, no task, unit, cost type
VMRS, no task, unit, no cost type
VMRS, no task, equipment type, cost type, ownership
VMRS, no task, equipment type, cost type, no ownership
VMRS, no task, equipment type, no cost type, ownership
VMRS, no task, equipment type, no cost type, no ownership
VMRS, no task, no equipment type, no unit, cost type, ownership
VMRS, no task, no equipment type, no unit, cost type, no ownership
VMRS, no task, no equipment type, no unit, no cost type, ownership
VMRS, no task, no equip type, no unit, no cost type, no ownership
No VMRS, no task, unit, cost type
No VMRS, no task, unit, no cost type
No VMRS, no task, equipment type, cost type, ownership
No VMRS, no task, equipment type, cost type, no ownership
No VMRS, no task, equipment type, no cost type, ownership
No VMRS, no task, equipment type, no cost type, no ownership
At this point, the routine falls back to the regular customer exemption tables by cost type.

At the EMMS main menu, select Administration | Tables --> | Administration Tables | Accounting | Tax | Tax Codes.
- The Display Tax Code screen appears.
Click Change .
- The Edit Tax Code change screen appears.
Right-click on the tax and select VMRS/Equipment Exemptions.
- The Edit Tax Code Exemptions change screen appears.
Click Add .
- The Edit Tax Code Exemptions add screen appears.
Fill in the fieldsfields as required.

Prov/State is the province or state where the exemption applies. You can right-click in the field and select Prompt to select the province or state from a list.

VMRS is the VMRS code that is exempt. At least one of VMRS, Equip Type, or Unit must be entered. You can right-click in the field and select Prompt to select the VMRS from a list.

Task is the VMRS task that is exempt. It is optional. You can right-click in the field and select Prompt to select a task from a list.

Equipment Type is a specific equipment type that is exempt. At least one of VMRS, Equip Type, or Unit must be entered. Equipment type and unit cannot be entered together. You can right-click in the field and select Prompt to select the equipment type from a list.

Unit is a specific equipment unit that is exempt from the tax. It is optional. At least one of VMRS, Equip Type, or Unit must be entered. Equipment type and unit cannot be entered together. You can right-click in the field and select Prompt to select the unit from a list.

Cost Type is a specific type of cost that is exempt from the tax. It is optional. If entered, the exemption will only apply for invoice lines of the matching cost type. You can right-click in the field and select Prompt to select the cost type from a list.

Unit Owner is the type of owner being exempted. It is only applicable if there is no unit number specified. You can right-click in the field and select Prompt to select the type of owner from a list.

Exempt flags whether or not there is an exemption. You can right-click in the field and select Prompt to select the flag from a list.

Only If Plated flags whether or not the exemption applies only to units that are registered (plated) in the province/state of the exemption. You can right-click in the field and select Prompt to select the flag from a list.
Click Enter to save the exemptions.
Click Exit to return to the Edit Tax Code change screen.

Back to Tax Tables