Tax Authority Exempt

Use this option to define tax authority exemptions. For example, Canadian harmonized sales tax, which is a combination of country and provincial taxes, is defined as a “state” tax. Since country taxes are included in the “state” tax, subscribers and accounts should be exempt from all country taxes.

Note: Before using this option, the tax authority itself must be defined in Setup | Accounting | Taxes | Tax Authority.

To enter an exemption for a tax authority:

1. In character Circulation, select Setup | Accounting | Taxes | Tax Authority Exempt to display the Tax Authority Exempt Setup screen.

   
2. Select Add and complete the following fields.

   Field	Type	What to enter
   CITY TAX AUTHORITY COUNTY TAX AUTHORITY STATE TAX AUTHORITY COUNTRY TAX AUTHORITY	setup	Define the combination of tax authorities for which exemptions will be entered. For example, if you wanted subscribers and accounts to be exempt from all other tax authorities besides the state when state taxes are being charged, you would enter the name of the tax authority in the STATE TAX AUTHORITY field and “*” in all the other fields.
   START DATE END DATE	date	Enter the date range during which this exemption can be used.
   CITY EXEMPT REASON COUNTY EXEMPT REASON STATE EXEMPT REASON COUNTRY EXEMPT REASON	setup	Enter an exempt reason code for the tax authority for which customers will be exempt. In the example, HST is defined as exempt from any “Country” tax. Note: The exempt reason must be valid for whatever value is entered in the corresponding TAX AUTHORITY field. In the example, the “any” exempt reason must be valid for the country tax authority of “*”.

3. Select Accept.