Exempt Reason

This option allows you to set up reasons why accounts and subscribers are exempt from a particular tax authority. Account exemptions are applied to individual accounts in account setup; subscriber exemptions are applied to subscribers in Customer Service (while entering a new start). Publications can be flagged as exempt from all taxes in publication setup (see Publication). Or, they can be flagged as exempt from certain tax authorities (see Tax Authority Publ).

To set up an exemption reason:

1. Select Exempt Reason from the Taxes menu to display the Exempt Reason screen.
2. Click the Add icon and complete the following fields.

   Field

   Type

   What to enter

   TAX AUTHORITY

   setup

   Select the tax authority for this exempt reason.

   EXEMPT REASON

   open (8)

   Enter an exempt reason code, such as “govt” or “charity” or “exempt”.

   START DATE, END DATE

   date

   Enter the date range during which this tax exempt reason is applicable.

   DESCRIPTION

   open (30)

   Enter a description of this tax exempt reason.

3. Click OK to save the exempt reason in the database or Add Another to save the existing record and add another exempt reason.