Setting Up Tax-Exempt Profiles
In order to setup tax-exempt customers, a tax-exempt profile must be in place. The profile is then assigned to the customer in the Customers screen.
From the StockTrac® main menu, go into the Configuration module. Click Shop –> Customer Tax Profiles. The following screen will display:
Click the New button. The following screen will display:
Enter the following information:
|Profile Name/Exempt Reason||Enter the classification of customers (i.e., Church or School).|
|Description||This column will list the Sales Tax that has been defined (see Configuration à Shop à Sales Tax.)|
|Parts Rate||This column shows the sales tax rate for parts.|
|Exempt?||Click this box to have parts be exempt from sales tax for customers with this Tax Profile.|
|Labor Rate||This is the sales tax rate for labor.|
|Exempt?||Click this box to have labor exempt from sales tax for customers with this tax profile.|
|Tax Applies?||Uncheck this field if the tax listed (“State” in this example) is not applicable to this tax profile.|
When you are finished, click OK twice to exit.
How To Set Up a Tax-Exempt Customer