4.4.2.3.5 Excluding Accounts from Exemption

The Accounts tab allows you to exclude accounts from exemption when they are owned by customers who share an exempted TIN. This action can only be performed for a TIN focused Exemption, and cannot be performed on an Exemption that is in Closed, Rejected or Revoked status.

To exclude an account from exemption, follow these steps:

1. Select one or more Account IDs from the Accounts Included in Exemption list of the Accounts tab in the Exemption Details page.
2. Click Exclude Accounts. A confirmation message displays Are you sure you want to exclude accounts from exemption?
3. Click OK. A confirmation message displays. Successfully excluded accounts.
4. Click OK. The account will now be excluded from exemption.