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tax exempt

Posted on by 40

We have a customer for whom the "Customer is exempt from taxes" box is checked on the Customer Options tab, but for whom sales tax is being charged at POS.  Why is that, and how can I set up a customer so that sales taxes will not be charged?   - Irv

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  • Nicole Hellerud Profile Picture
    Nicole Hellerud 1,712 on at
    Re: tax exempt

    Hello Irv,

    Thank you for your question about customers ringing tax even when the option for “Customer is exempt from taxes” is selected in the Customer Properties | Customer Options. I see that you are using a Web add-in for RMS. Have you tried testing this issue on the sample database that has no add-ins?

    I was testing on my sample database and regardless of when I selected the customer it removed the item taxes for the customer who had the tax exempt option selected.

    If you cannot reproduce the problem without the add-in then I would recommend contacting whomever provided you with the add-in to see whether they have any knowledge with this issue.

  • Irv Cernauskas Profile Picture
    Irv Cernauskas 40 on at
    Re: tax exempt

    Thanks for your reply Jeff.  We are a delivery service and our customers place orders on our website. When we are ready to tender the order we scan in the bar code on our pick list which brings up the work order for the customer, so yes the customer account is associated with the order when we bring it up.  

  • Jeff @ Check Point Software Profile Picture
    Jeff @ Check Point ... 13,380 on at
    Re: tax exempt

    Are you selecting the customer first?  Pretty sure you must.

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