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Managing Company Tax Exemptions

When tax is calculated for an order, the Bill To company pays the tax based on the Ship To destination of the order. However, a non-profit association or other business entity may be exempt from paying taxes in certain jurisdictions. If a company has tax exempt status in the Ship To destination,  the company will not charged sales tax on the order. See Specifying Tax Exempt Status for more information.

Whether an order is taxed depends on if the Bill To company is tax-exempt in the Ship To location. For example, Acme Inc. is tax-exempt in New York but not in Ohio. When Acme Inc. is the Bill To company and the order ships to Ohio, the order is taxed. When Acme Inc. is the Bill To company and the order ships to New York, no tax is charged on the order.

You specify the sales tax rates from which a company is exempt on a company's Tax Exempt tab. Follow these steps:

  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.
  6. 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.
    Company Tax Exempt Codes Record

  7. Click OK.
  8. Save the Companies record.
    • If you recently entered an order for this company before modifying the tax exempt status, close and reopen the Aptify Desktop client. This will refresh the Order Entry system's data and ensure that the new tax exemption information is used the next time you place an order for this customer.

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