Permission Needed:
Taxation - Edit Customer Tax Exceptions: Allows users to configure Customer Tax Exceptions. These reasons can then be selected when a customer is granted a tax exception.
- From the Ascend Desktop, select the View menu > Customer Tax Exceptions.
- On the toolbar, click Add.
- In the Description field, enter a meaningful explanation of the exception reason (e.g. Non-profit agency).
- Check Requires Tax ID if a tax ID must be provided.
- Leave Hidden unchecked to activate the exception reason.
- Click Save.
KB22-130