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

To setup a tax exemption certificate for a customer:

1. Open the Customer Maintenance window.
2. Enter or lookup the Customer ID.
3. Press Ctrl+1 or navigate to Additional » DZ Customer Supplement to open the DZ Customer Supplement window.
4. Set the customer's Base Taxable Status to Taxable.
5. Turn on the Allow Override by State checkbox.
6. Enter the state code for which a certificate has been provided.
7. Set the Allow Override by State to Exempt.
8. Type in the Tax Registration Number, a.k.a. the Tax Exemption Number. (optional)
9. Set the expiration date.
10. Press Save.

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

Allow Override By State FAQ
Exempt Customer FAQ
Frequently Asked Questions
Glossary