Add a Customer Tax Exception Reason

1. From the Ascend Desktop, select the View menu > Customer Tax Exceptions.
   
2. On the toolbar, click Add.
   
3. In the Description field, enter a meaningful explanation of the exception reason (e.g. Non-profit agency).
4. Check Requires Tax ID if a tax ID must be provided.
5. Leave Hidden unchecked to activate the exception reason.
6. Click Save.
   

Add the Exception Reason to Customer Record

KB22-130