Tax Exempt Blank Title 93516

Yahoo Archive
1
All of our customers are tax exempt. In the customer set-up screen we: 1) Record a Y in the Billing, Detail Tab in the Tax Exempt Field indicating that this customer is exempt. We include their tax exempt number in the Tax ID field. 2) Under the Tax Region field we have an NA to indicate they are not subject to sales tax. This NA Tax Region is not tied to a Sales Tax ID that charges tax.

Hope this helps.

Jill Lopez
Bruno Independent Living Aids


CONFIDENTIALITY NOTICE: Internet and e-mail communications are property of Bruno Independent Living Aids. BILA reserves the right to retrieve, read and store any message created, sent or received. BILA reserves the right to monitor messages by authorized BILA employees at any time without any further consent.


[Non-text portions of this message have been removed]
2
Has anyone successfully setup Customers as Tax Exempt? We are trying to do so but have been unsuccessful. We have gone into the ShipTo tab in Customer Entry and listed the tax information. When we go back into Sales Order Entry and re-calculate tax it doesn't change.

Any advice would be appreciated.
3
We set up a tax region call "exempt" and a code of "EX" with 0.00 percent.
Seems to work for us.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Mike
Sent: Wednesday, September 15, 2010 8:48 AM
To: vantage@yahoogroups.com
Subject: ****SPAM**** [Vantage] Tax Exempt





Has anyone successfully setup Customers as Tax Exempt? We are trying to do
so but have been unsuccessful. We have gone into the ShipTo tab in Customer
Entry and listed the tax information. When we go back into Sales Order Entry
and re-calculate tax it doesn't change.

Any advice would be appreciated.





[Non-text portions of this message have been removed]
4
Type anything into the Tax Exempt field and sales tax will not calculate.
You can do this on the customer and ship to level.



Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-9873 x110 a Fax 401-596-1050

www.maxsonautomatic.com

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Mike
Sent: Wednesday, September 15, 2010 8:48 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Tax Exempt





Has anyone successfully setup Customers as Tax Exempt? We are trying to do
so but have been unsuccessful. We have gone into the ShipTo tab in Customer
Entry and listed the tax information. When we go back into Sales Order Entry
and re-calculate tax it doesn't change.

Any advice would be appreciated.





[Non-text portions of this message have been removed]
5
Mike,

Tim's approach is correct. We did the same and it works fine both on 8.03 and
E9.

Paul




________________________________
From: Tim Ward <tward@...>
To: vantage@yahoogroups.com
Sent: Wed, September 15, 2010 9:24:26 AM
Subject: RE: ****SPAM**** [Vantage] Tax Exempt

Â
We set up a tax region call "exempt" and a code of "EX" with 0.00 percent.
Seems to work for us.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Mike
Sent: Wednesday, September 15, 2010 8:48 AM
To: vantage@yahoogroups.com
Subject: ****SPAM**** [Vantage] Tax Exempt

Has anyone successfully setup Customers as Tax Exempt? We are trying to do
so but have been unsuccessful. We have gone into the ShipTo tab in Customer
Entry and listed the tax information. When we go back into Sales Order Entry
and re-calculate tax it doesn't change.

Any advice would be appreciated.

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
6
Thank you, everyone.

--- In vantage@yahoogroups.com, Paul L Bennett <paullbennett@...> wrote:
>
> Mike,
>
> Tim's approach is correct. We did the same and it works fine both on 8.03 and
> E9.
>
> Paul
>
>
>
>
> ________________________________
> From: Tim Ward <tward@...>
> To: vantage@yahoogroups.com
> Sent: Wed, September 15, 2010 9:24:26 AM
> Subject: RE: ****SPAM**** [Vantage] Tax Exempt
>
> ÂÂ
> We set up a tax region call "exempt" and a code of "EX" with 0.00 percent.
> Seems to work for us.
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> Mike
> Sent: Wednesday, September 15, 2010 8:48 AM
> To: vantage@yahoogroups.com
> Subject: ****SPAM**** [Vantage] Tax Exempt
>
> Has anyone successfully setup Customers as Tax Exempt? We are trying to do
> so but have been unsuccessful. We have gone into the ShipTo tab in Customer
> Entry and listed the tax information. When we go back into Sales Order Entry
> and re-calculate tax it doesn't change.
>
> Any advice would be appreciated.
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
7
We kept a region for each taxing region and made the tax rate zero. So MI00
is the exempt region for Michigan. Even though everything is tax exempt, we
still have to report to the various states the dollar amount shipped into
their region.

FWIW,

Mark W.

On Sep 15, 2010 9:24 AM, "Tim Ward" <tward@...> wrote:
> We set up a tax region call "exempt" and a code of "EX" with 0.00 percent.
> Seems to work for us.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of
> Mike
> Sent: Wednesday, September 15, 2010 8:48 AM
> To: vantage@yahoogroups.com
> Subject: ****SPAM**** [Vantage] Tax Exempt
>
>
>
>
>
> Has anyone successfully setup Customers as Tax Exempt? We are trying to do
> so but have been unsuccessful. We have gone into the ShipTo tab in
Customer
> Entry and listed the tax information. When we go back into Sales Order
Entry
> and re-calculate tax it doesn't change.
>
> Any advice would be appreciated.
>
>
>
>
>
> [Non-text portions of this message have been removed]
>


[Non-text portions of this message have been removed]