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Assigning a Tax Exemption Group to an Account

Once you have created an Exemption group, specified the tax exemptions you want to use, and activated the group, the next step is to add it to a billing account.

To assign a Tax Exemption group to an account, do the following:

  1. Navigate to the billing account to which you want to assign the Exemption group.
  2. From the Account Action menu, select Add Tax Exemption.

  1. In the Add Tax Exemption window that opens, enter the appropriate tax exemption information including your sales tax exemption certificate number and expiration date. Using an abbreviation for the certificate number in the Certificate Number field is also acceptable.

  1. From the Exemption Group Action menu in the Exemption Group Details area, select the Exemption Group that you want to assign to this account.

Note: If you select a State Exemption Group from the Exemption Group Action menu, you can specify which states apply to your state exemptions by clicking the icon under the Configure State Exemptions column. Doing so opens a State Exemption Configuration window that allows you to select the states that apply to your State Exemption Group.

  1. Click the Next button to continue. A summary of your Exemption Group details is shown for your review.

  1. Click the Add Exemption button to save your changes and add the Exemption Group to your billing account.

Editing an Exemption Group in an Account

Once you have added an Exemption Group to an account, you can modify the group as needed. To modify an Exemption Group in an account, do the following:

  1. Navigate to the billing account to which you have added your Exemption Group.
  2. From the More Action menu, select Tax Exemptions.

  1. Click the ellipsis located in the Actions column and select Edit.
  2. Make the necessary changes to the Update Tax Exemption window that appears.
  3. Click Next.
  4. Click Update Exemption to save your changes.

Deleting a Tax Exemption Group in an Account

To delete a Tax Exemption Group in an account, do the following:

  1. Navigate to the account to which you have added your Tax Exemption Group.
  2. From the More Action menu, select Tax Exemptions.

  1. Click the ellipsis located in the Actions column and select Delete.
  2. Click Yes in the confirmation window that appears to delete the Tax Exemption group.
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