Contacts

Entering Customer Sales Tax Exemption

When a Work Order or an Invoice is created for this customer, the exemption will auto-fill.

How to Enter a Customer Sales Tax Exemption

1. If a customer qualifies for any type of retail sales tax exemption, then you must enter their certificate number into the Terms tab at the bottom of their Contacts record.
   
   (Or you can enter it directly on the fly into the Work Order > Options tab> Pricing section in FrameReady 9 and higher.)

2. An Expiry Date field is provided in the Terms tab for you to enter this information and whether or not you have an exemption certificate on file as proof (Status field). As a vendor, you may be liable for the sales tax if you do not have a signed certificate on file.

Tax field headings are entered from Main Menu > Set Up Data > Fiscal tab. See: Set up Fiscal

Tip: Alternatively, you can enter the Tax Exemption number on the Work Order OR directly on an Invoice.