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- Open the Companies record.
- Click the Details tab.
- Click the Tax Exempt sub-tab.
- Click the New icon to open a new Company Tax Exempt Code record.
- Specify the sales tax rate from which the company is exempt in the Sales Tax field.
- This field links to the Sales Tax service. See the Sales Tax "Sales Tax" topic in the Aptify Accounting & Financial Systems Integration Guide for details.
- This field links to the Sales Tax service. See the Sales Tax "Sales Tax" topic in the Aptify Accounting & Financial Systems Integration Guide for details.
- Enter the company's tax exempt code, which it obtained from the appropriate taxing authority, in the Tax Exempt Code field. This field is required to save the record.
- Click OK.
- Save the Companies record.
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