Assigning Sales Tax Exception Groups to Customers

There are several ways to assign a tax exception group to customers.

You can assign a tax exception group to:

All customers in selected zip codes, geocodes, or states.
All customers in a tax jurisdiction.
Individual customers.

Note: For a tax exception to apply, you must assign the tax exception group to a customer and the product or price line the customer is buying. The tax exception group must also include the customer's zip code in its defined locations.

All Customers in Selected Zip Codes, Geocodes, or States

When a tax exception group applies to all customers in the locations to which the group applies, set a flag in the tax exception group record.

To assign a tax exception group to all customers in a location:

From the Files > Tax, Duty & Exchange menu, select Tax Exception Group Maintenance to display the Tax Exception Group Maintenance screen.
Display the tax exception group.
In the Customers Exempt field, enter a Y.

Note: You must also set the Always/Never field on the Product Tax Exception Groups screen to Never in order to include all of the customers that are tax exempt. For more information, see Assigning Sales Tax Exception Groups to Products or Price Lines.

In the Zip/Geocodes/State field, enter the locations to which the exception group applies. Keep in mind the following:

If you have no geocodes, zip codes, or states defined, then the product is tax exempt for every customer in every state.
If you have one or more geocodes, zip codes, or states defined, then the product is tax exempt for those customers within that geocode.

For information on how to select groups of geocodes, zip codes, or states, see Selecting by Geocodes.

All Customers in a Tax Jurisdiction

When a tax exception group applies to all customers in a jurisdiction, assign the tax exception group to the tax jurisdiction.

To assign a tax exception group to a tax jurisdiction:

From the Files > Tax, Duty & Exchange Rate menu, select Tax Jurisdiction Code Maintenance to display the Tax Jurisdiction Code Maintenance screen.
Display the tax jurisdiction code.
Use the Product Tax Exception Groups hot key to display the Exception Groups screen.
Press F10 to display the list of defined exception groups. Select the group.
Press Esc to save the data.

Individual Customers

When a tax exception group applies to selected customers in a tax jurisdiction, assign the tax exception group to the customer records.

To assign a tax exception group to a customer:

From the Files menu, select Customer to display the Customer Maintenance screen.
Display the customer record.
Use the Tax Grps hot key to display the Exp Grps (Exception Groups) screen.
Press F10 to display the list of defined exception groups and select the group this customer participates in. The exception group name is added to the Exp Grps screen.
Repeat step 4 to select additional groups the customer participates in.
When the list is complete, press Esc.