Setting Up a Tax-Exempt Customer
In order to set up tax-exempt customers, a tax-profile must already be in place. This document explains how to set up a tax-exempt customer once the profile is in place.
From the StockTrac® main menu, go into the Customer module. (Note that customers can also be accessed in the Point-of-Sale and Accounts Receivable modules.)
Once in Customers, click the Edit Customers button or go to Customers –> Edit/View. The following screen will display:
Retrieve a customer by using any of the Find criteria. Highlight the customer and click Edit Customer. The following screen will display.
Click the down arrow next to Tax Status and chose the Tax Profile that this customer should be listed under.
Next to the “Tax Status” dropdown there is a box with three dots. Click on that, and this screen will display:
You can optionally enter the customer’s Tax Exempt ID.
Click OK twice and then DONE to finish.