Financial Setup Tax Setup Section
Use the Tax Setup section to configure tax information for an account.
| Field | Description |
|---|---|
| This is a business account | Select for business accounts. |
| Inside incorporated area of a city | Select for customers whose billing address is inside the incorporated area of a city. |
| Add | Click to add first tax exemption. |
| Tax type | Select the type of tax exemption. |
| Certificate number | Enter the certificate number that authorizes the exemption. |
| Percent exempt | Enter the percentage of the bill that is exempt from taxation. |
| From | Select the date the exemption starts. The start date can be backdated. |
| To | Select the date the exemption ends, or select never ends. |
 |
Click the plus icon to add a new exemption. |
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Click the minus to delete an exception. |