Customer Tax Details

Manage Customer Tax Details

Purpose: Customer Tax Details allows you to manage customer, VAT and State or Province exemptions. You must have ALLOW authority to Update Customer Tax Details in MV (J14) secured feature to update tax details.

How to display: Select Customer Tax Details from the More Options menu () on the title area of the Customer page to open the Customer Tax Details drawer.

You can:

Add/Edit a Customer Exemption

Select a Tax Code from the drop-down list. If you select a tax code of Exempt or Resale, a Tax Identification value is also required.
Enter/change a Tax Identification.
Optionally, enter an Expiration Date.
Select OK to save the entry, close the form and refresh the Customer Tax Details drawer displaying the newly added/changed entry.

Add/Edit a VAT Exemption

Enter/change the customer's VAT exemption number.
Select OK to save the entry, close the form and refresh the Customer Tax Details drawer displaying the newly added/changed entry.

Add a State or Province Exemption

Select +Add State or Province Exemption to open the State or Province Exemption drawer.
Select a Country Code from the drop-down list. Defaults to the country defined in Default Country for Customer Address (B17) system control value when adding a new entry. If no country is defined, then defaults to empty.
Select a State or Province Code.
Select a Tax Code. If you select a tax code of Exempt or Resale, a Tax Identification value is also required.
Enter a Tax Identification.
Optionally, enter an Expiration Date.
Select OK to save the entry, close the form and refresh the age to open the Customer Tax Details drawer displaying the newly added entry within the table.

Edit a State or Province Exemption

Select Edit from the More Options menu () on the far right of the State or Province Exemptions entry to open the a State or Province Exemption drawer.
Make changes as required. Only tax code, tax identification and expiration date fields are editable. If the wrong country or state code is entered and either of those fields need changing, delete the original record and then create a new one with the correct data.
Select OK to save the entry, close the form and refresh the Customer Tax Details drawer displaying the changed entry within the table.

Delete a State or Province Exemption

Select Delete from the More Options menu () on the far right of the State or Province Exemptions entry.

The Confirm Delete window opens. Select OK to confirm deletion. The confirmation window closes and refreshes the State or Province Exemption list so that the entry is no longer included in the list. Customer Tax Details data (Customer Exemption, VAT and State or Province Exemptions) will be immediately stored in the database when the user selects the OK button.

Customer Tax Details Drawer Fields

The drawer contains the following fields:

Customer Name followed by the Customer Number.

The drawer consists of three sections: Customer Exemption, VAT Exemption, and State or Province Exemptions.

Customer Exemption

Always applies regardless of shipping address.

Tax Code: The tax status of the customer. Drop-down selection with the following options: Exempt, GST Only, Non-Taxable, PST Only, Resale, Standard Tax.

Tax Identification: The customer’s tax identification number, typically the resale or exempt certificate number assigned to a customer who is identified as tax exempt.

Expiration Date: The date the customer's exempt or reseller tax identification expires. If populated, it must be a future date. (Cannot be current or past).

VAT Exemption

Only used when customer is exempt from Value Added Tax (VAT), a taxing method that applies in only certain states in certain countries and no Exempt or Resale customer exemption is defined. An entry indicates that the customer is exempt from VAT.

VAT Number: Optional. The customer's VAT exemption number. The system checks this field only if the Tax Included in Price (E70) system control value is selected; if so, and if the order would normally be subject to VAT, this number provides a VAT exemption for the customer. The VAT number is not subject to the Expiration date and cannot be overridden in order entry.

State or Province Exemptions

Only used when customer has exemption in a specific state or province and no Exempt or Resale customer exemption is defined. You must select a valid Country and State combination configured in Work with Countries (WCTY). The State or Province is required even if the country is not configured to require a State or Province.

+ Add State or Province Exemption to create a new entry. Only displayed when Update Customer Tax Details in MV (J14) secured feature is set to ALLOW.

The results table lists the existing state or province exemptions for that customer. When there are no existing exemptions assigned, the text No data to display is displayed. Six columns of data are shown along with a More Options () ellipsis menu displayed in the far right column (no heading) for each existing entry.

Country Code
State or Province Code
Tax Code: Tax Code of EXEMPT or RESALE displays.
Tax Identification: Required. Any combination of letters, numbers, or special characters is accepted. Can only be included when Tax Code is Exempt or Resale. Any other Tax Code results in a validation error when a value is input.
Expiration Date: The date the customer's exempt or reseller tax identification expires in this state. If populated, it must be a future date. (Cannot be current or past).
More Options: Options to Edit and Delete.

State or Province Exemption Drawer Fields

When creating a new entry or modifying an existing entry for a State or Province Exemption the following fields are shown:

Customer Name followed by the Customer Number.

Country Code: Defaults to the country defined in Default Country for Customer Address (B17) system control value when adding a new entry. If no country is defined, then defaults to empty.
State or Province Code: The State or Province is required even if the country is not configured to require a State or Province. In the scenario where the state does not exist for the selected country, you need to create the state, using the Work with Countries (WCTY) menu option before you can add the State or Province Exemption for the customer.
Tax Code: Required. Tax Code of EXEMPT or RESALE displays.
Tax Identification: Required. Any combination of letters, numbers, or special characters is accepted. Can only be included when Tax Code is Exempt or Resale. Any other Tax Code results in a validation error when a value is input.
Expiration Date: The date the customer's exempt or reseller tax identification expires in this state. If populated, it must be a future date. (Cannot be current or past).