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Once you have added a tax exemption type, you can perform various action.

 

Editing Tax Exemption Types

  1. Access the Tax Exemption Types page.
  2. Click In the exemptions row, click edit.
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    The Edit Tax Exemption Type page appears.
  3. Make any necessary updates you need.
  4. Click Update.

Removing Tax Exemption types

Removing, or deactivating, a tax exemption removes any exemptions of that type currently associated with any client accounts.

  1. Access the Tax Exemption Types page.
  2. Click In the exemptions row, click deactivate. A confirmation message appears.
  3. Click Yes in the confirmation message.
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Approving Tax Exemptions

  1. Access the Client Profile page .
  2. On the Client Profile page, click Billing/Invoicing and select Tax Exemptions.
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    The View Tax Exemptions page appears.

  3. In the View field, select Pending Approval.
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  4. In the exemptions row, click approve.
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    A confirmation message appears.

  5. Click Yes.

 

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