76 lines
3.8 KiB
HTML
76 lines
3.8 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Using Customer Tax Locations and the Tax-Exempt Flag</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Using Customer Tax Locations and the Tax-Exempt Flag</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/sales_tax/basic222.htm">Sales Tax Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_basic_procedures/sales_tax/basic_tax_locations.htm">Using Tax Locations</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Text">There are two ways You can automatically have Point of Sale collect the correct amount of sales tax on sales to customers that qualify for special tax handling.</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><font class="hcp1">Specify that the customer is tax-exempt.</font> This is the easiest option if sales tax is never charged on sales to the customer, such as may be the case with charitable organizations or certain re-sellers.</p>
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</li>
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</ul>
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<p class="Help-Indent"><font style="font-style: italic;">Example:</font> The customer is from another state and your tax regulations do not require sales tax to be collected on out-of-state sales.</p>
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<p class="help-indent"> </p>
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<p class="Help-Note" style="margin-left: 27px;">A hard-coded tax location, named <span class="hcp2">Exempt</span>, is used on sales to <a href="customers_tax.htm">customers you have marked as tax-exempt</a> and has an automatic 0% tax rate for all tax codes. The Exempt tax location is not displayed in your sales tax preferences, but is available for filtering sales reports.</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><font class="hcp1">Set up and assign a tax location to the customer.</font> This option is best if the customer is taxed, but at a different rate than your normal tax rates. You are prompted to apply the customer tax location when making a sale to the customer, but can elect to do so or not on individual sales.</p>
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</li>
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</ul>
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<p class="Help-Info-Line">To set up special customer tax handling:</p>
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<ol>
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<li class="p-Help-Text">
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<p class="Help-Text">While adding or editing a customer record, select the <span class="hcp2">Customer Settings</span> section.</p>
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</li>
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<li class="p-Help-Text">
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<p class="Help-Text">Select a tax location from the <span class="hcp2">T</span><font class="hcp1">ax Location</font> drop-down list. Only tax locations previously set up in <a href="../qbpos_company_preferences/sysprefs08.htm">company preferences</a> are available.</p>
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</li>
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</ol>
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<p class="Help-Indent" style="font-weight: bold;">Or</p>
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<p class="Help-Indent">Select the <font class="hcp1">Tax-exempt</font> check box.</p>
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<ol start="3">
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<li class="p-Help-Text">
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<p class="Help-Text">Complete the record and save.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="cust905.htm">Edit a customer record</a></p>
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<p class="Help-Main-Topic-Links"><a href="customersoverview.htm">Customers overview</a></p>
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</body>
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</html>
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