4.6.11 Tax Details

The Tax Details tab under Customer Service > Account Details tab displays the lease sales tax exemption details and the tax code of the account maintained in the system. On posting the non-monetary SALES TAX EXEMPTION DETAILS MAINTENANCE transaction to exempt tax during Bill/Due Date, Late Charge, or Payoff Quote process, the updated tax exemption details are displayed here.

For information on posting the above transaction, refer to unresolvable-reference.html#GUID-0F2CEEFF-FB01-4CDF-A68E-1C7FF4F9EB27 section in Appendix chapter.

To view Tax exemption details
  1. Open the Customer Service screen and load the account you want to work with.
  2. Click Account Details tab, then click Tax Details sub tab.

    Figure 4-73 Tax Details


    Description of Figure 4-73 follows
    Description of "Figure 4-73 Tax Details"

Parent topic: Customer Service screen’s Account Details tab