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Overview:

The Tax Except Reason Maintenance window allows you to create, update, and delete tax exempt reason codes. Tax Exempt Reason codes are indicators in the system to mark certain records or transactions as non-taxable. The Tax Exempt Reason codes provide some context as to why the record or transaction was marked as tax exempt.

Benefits:

  • Provides the ability to quickly understand the reason why an accounts payable invoice was marked tax exempt

Roles:

  • Accounts Payable Manager

Location:

  • Accounts Payable > Setup >Sales & Use Tax Maintenance > Tax Exempt Reason Maintenance

Video:

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