E.2.3.2 Exempt Sales Tax in Customer Service
This topic provides information about applying a sales tax exemption during customer service transactions for an account or lease.
If exemption details are provided in Origination, system automatically propagates
the same to Customer Service account. User can update exemption details during Customer
Service for an account by posting a non-monetary SALES TAX EXEMPTION DETAILS
MAINTENANCE transaction.
Figure E-9 Sales Tax Exemption Details Maintenance
For information on populating the parameter values, refer to Exempt Sales Tax in Decision/Contract Tab section.
On successfully posting the transaction, the exemption details are updated in Servicing, click Customer Service. Under Customer Service, click Account Details. Under Account Details, click Tax Details tab.
Parent topic: Tax Calculation at Customer Service