====== Tax Exemption Certificates ======

====How does DynamicZip manage tax exemption certificates?====

The [[dynamiczip:windows:DZ Customer Supplement window]] contains two fields for managing state issued tax exemption certificates. They are the [[dynamiczip:windows:Tax Exemption Number]] and [[dynamiczip:glossary:Exempt Status Expiration Date]] fields.

To setup a tax exemption certificate for a customer:

  - Open the [[dynamics:windows:Customer Maintenance window]]. 
  - Enter or lookup the Customer ID.
  - Press Ctrl+1 or navigate to Additional >> DZ Customer Supplement to open the DZ Customer Supplement window. 
  - Set the customer's [[dynamiczip:glossary:Base Taxable Status]] to Taxable.
  - Turn on the Allow Override by State checkbox.
  - Enter the state code for which a certificate has been provided.
  - Set the [[dynamiczip:windows:State Taxable Status|Allow Override by State]] to Exempt.
  - Type in the Tax Registration Number, a.k.a. the [[dynamiczip:windows:Tax Exemption Number]]. (optional)
  - Set the [[dynamiczip:glossary:Exempt Status Expiration Date|expiration date]].
  - Press Save.

If you need to identify why a customer is exempt on your [[dynamiczip:reports:DynamicZip Tax Reports]] then you can  assign an [[dynamiczip:glossary:Exemption Type]] on the [[dynamiczip:windows:DZ Customer Address Supplement window]]. 

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[[dynamiczip:faq:Allow Override By State FAQ]]\\ 
[[dynamiczip:faq:Exempt Customer FAQ]] \\ 
[[dynamiczip:faq:Frequently Asked Questions]] \\
[[dynamiczip:glossary:Glossary]]