1. From the Ascend Desktop, select the View menu > Customer Tax Exceptions.
   
2. On the toolbar, click Add.
   

2. In the Description field, enter a meaningful explanation of the exception reason (e.g. Non-profit agency).
3. Check Requires Tax ID if a tax ID must be provided.
4. Leave Hidden unchecked to activate the exception reason.
5. Click Save.
   

KB22-130