Entering Customer Tax Exempt Information Concept Entering Customer

Entering Customer Tax Exempt Information Concept

Entering Customer Tax Exempt Information

Entering Customer Tax Exempt Information Step 1 Begin by navigating to the General Info page. Click the Customers menu.

Entering Customer Tax Exempt Information Step 2 Click the Customer Information menu.

Entering Customer Tax Exempt Information Step 3 Click the General Information menu.

Entering Customer Tax Exempt Information Step 4 Click in the Customer ID field.

Entering Customer Tax Exempt Information Step 5 Enter the desired information into the Customer ID field. Enter "0000050035".

Entering Customer Tax Exempt Information Step 6 Click the Search button.

Entering Customer Tax Exempt Information Step 7 Use the General Info page to add or review a customer's name and level information, and assign associated roles.

Entering Customer Tax Exempt Information Step 8 Use the Date Added field to enter the date when you enter the customer in the system. It defaults to the current system date. In this case, retain the system date.

Entering Customer Tax Exempt Information Step 9 Use the Since field to specify that the customer has been a customer since a certain date. It defaults to the current system date. In this case, retain the system date.

Entering Customer Tax Exempt Information Step 10 Use the Type list to identify customer categories in reports. In this case, User 1 represents manufacturing customers.

Entering Customer Tax Exempt Information Step 11 Click the General Info Links list.

Entering Customer Tax Exempt Information Step 12 Click the 0080 - Tax Exempt Certificates list item.

Entering Customer Tax Exempt Information Step 13 Use the Tax Exempt Certificate Info page to set up tax-exempt certificate information.

Entering Customer Tax Exempt Information Step 14 Use the Exemption Certificate field to enter the customer's exemption certificate number. Enter the desired information into the Exemption Certificate field. Enter "35678677".

Entering Customer Tax Exempt Information Step 15 Use the Effective Date field to specify the date when the system should start to use tax-exempt certificate information. The effective date defaults to the current system date. You can override the system date.

Entering Customer Tax Exempt Information Step 16 Click in the Issued Date field.

Entering Customer Tax Exempt Information Step 17 Enter the desired information into the Issued Date field. Enter "01/24/2013".

Entering Customer Tax Exempt Information Step 18 Click in the Expiration Date field.

Entering Customer Tax Exempt Information Step 19 Enter the desired information into the Expiration Date field. Enter "01/24/2014".

Entering Customer Tax Exempt Information Step 20 Click the Save button.

Entering Customer Tax Exempt Information Step 21 You have successfully recorded a customer's tax exempt certification status that shows the exemption category and effective date range in People. Soft. End of Procedure.