Applying Tax Exemptions

If an organization is exempt from paying taxes (i.e., the Tax Exempt flag is selected on the Customer Profile), when the customer makes a purchase that would normally have a tax associated with it, the tax will be removed during the iWeb Shopping Cart or eWeb Online Store Check Out process.

To set up the Tax Exempt Demographic fields:

1. Click the CRM hyperlink on the Module Menu to launch the CRM module.
2. Click the Organization group item to display the available actions.
3. Click the Setup Demographics hyperlink.

4. In the Demographics Setup window, select the appropriate Tax Exempt and Tax ID check boxes.

5. Click the Save button.

To record that a customer has Tax Exempt status:

1. Go to the Organization Profile.
2. Click the Edit button located in the Address Information section of the Organization Profile.

This will open the Organization Information pop-up window.

3. Scroll to the bottom of the bottom of the Organization Information form to enter the requested demographic information.
4. Click the Tax Exempt check box.
5. Enter the Tax ID.

6. Click the Save button.

When a tax exempt customer purchases a product that would normally have tax, the Tax Percentage field will be blank and the message No taxes applicable: Customer has tax exemption will display on the Shipping Method & Tax Options page.

The tax exemption statement also displays on the Order Details and the Shipping Confirmation pages.