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1. Open the Companies record.
2. Click the Details tab.
3. Click the Tax Exempt sub-tab.
4. Click the New icon to open a new Company Tax Exempt Code record.
5. 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.
     
     
   • 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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