Post Tax Amount to A/R Accounts

For tax-exempted A/R accounts, the tax amount is posted to the Non-Invoiced Charges section initially and then adjusted to $0.00. A new record is created in the folios to display the following details:

  • The exempt reason selected. The reason selected for a tax class in the Tax Exempt Settings pop-up screen (A/R account ➜ Summary ➜ Tax Exempt) is displayed.

Tax exemption is also applied when a charge is adjusted or corrected. Only the latest tax exemption entry is displayed in the Non-Invoiced Charges section when the charge is adjusted or corrected.

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