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Managing Tax Exemption Groups on an Account

Once you set up your Tax Exemption Group, assign it to the billing account.

Also, you can edit the desired Exemption group on the account or delete one when you no linger need it.

Assigning a Tax Exemption group

To assign a Tax Exemption group to an account:

  1. Navigate to the billing account to which you want to assign the Tax Exemption group.
  2. From the Account action menu, select Add Tax Exemption.
  3. On the Add Tax Exemption page, enter the following:
    • Certificate Number (required): enter your sales tax exemption certificate number.
    • Effective Date (required): the date when the exemption becomes active.
    • Expiration Date (required): the date when the exemption expires.
  4. In the Exemption Group Details section, select the Tax Exemption group that you want to assign to the account.
  5. (optional) If the Tax Exemption group that you want to assign is of the State tax level, you can select states for which tax exemption will be applied. To do it, under Configure State Exemptions, click the gear icon , in the Configuration window that opens, select the needed states, and then click OK.
  6. Click Next to save your changes.
  7. Review the tax exemption that you add and click Add Exemption.

Now, this exemption is added to your billing account. To view all billing accounts associated with a certain Tax Exemption Group, navigate to the desired group and click the Billing Accounts tab.

Editing Tax Exemption on a Billing Account

Once you have added an Exemption Group to an account, you can modify the group as needed. To edit an Exemption group on the account:

  1. Navigate to the Account page, click More, and then select Tax Exemptions.
  2. In the Tax Exemptions table, find the desired Tax Exemption group and, under Actions, click the ellipsis button , and then select Edit.
  3. In the Update Tax Exemptions page, make the needed changes, click Next, and then click Update Exemption.

Deleting Tax Exemption from the Billing Account

Once you added an Exemption group to the account, you can delete it when no longer needed. To delete a Tax Exemption group on the account:

  1. Navigate to the Account page, click More, and then select Tax Exemptions.
  2. In the Tax Exemptions table, find the desired Tax Exemption group and, under Actions, click the ellipsis button , and then select Delete.

  3. In the Confirmation window that opens, click Yes.

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