How to add a customer's exemptions

If your organization is not using Entity/Use as matching criteria

If you know your customers’ exemptions but you’re unable to pass those into Global Tax Determination from your ERP with a transaction, your organization was most likely set up with the Require Entity/Use as Matching Criteria option not selected in your Organization settings.



This means that whenever a transaction takes place, the exemption you added to that customer will be considered when calculating tax even if you pass an Entity/Use code with the transaction.

Follow these steps to add an exemption if your organization is configured this way.

 

Adding an exemption for an Entity/Use code

  1. Log in to Global Tax Determination.
  2. Click Manage.



  3. You’ll land on the View/Edit Organization Details page. Make sure the correct organization is selected in the side menu, then click the Customer tab.



  4. You'll land on the View/Edit Customer Details page. In the side panel, click the customer whose exemption you want to add. In Step 1, the Customer Code and Customer Name fields will populate automatically.



  5. In Step 2, select the appropriate exemption code from the dropdown list. You can only select one.



  6. Click Save. A success message will appear on the screen.



Adding exemption certificate details

  1. From the View/Edit Customer Details page, click View/Edit Tax Rules and Certificates.



  2. Step 1 will be filled in automatically with the exemption code you chose in the last section. Select the taxing jurisdiction that the exemption applies to using one of these two methods:
    • In the side menu, select the taxing jurisdiction from the dropdown menus and click Go, then select the jurisdiction from the list. In Step 3, only the jurisdiction you selected will appear.



    • In Step 2, select the taxing jurisdiction from the dropdown menus and click Show. In Step 3, the the jurisdiction you selected and all of its sub-jurisdictions will appear. This method should only be used if the taxing jurisdiction has few or no sub-jurisdictions, as GTD may have trouble saving the exemption if there are many sub-jurisdictions listed in Step 3.



  3. Fill in the following exemption information:
    • Certificate #: The number of the exemption certificate.
    • Effective Date: The date when the exemption becomes or became valid.
    • Expiration: The date when the exemption certificate is no longer valid.
    • Received: Select this option if you have a copy of the exemption certificate from the customer. If you leave this box blank, Global Tax Determination will only apply the exemption if your organization allows exemptions without having received exemption certificates from the customer. The exemption will not be applied if your organization requires certificates. These preferences were set up by the Professional Services in Global Tax Determination during your onboarding.
    • Apply to Sub TJ: Select this option if the exemption applies to all sub-jurisdictions within the taxing jurisdiction that you selected.
    • SKU Dependency: You can include or exclude certain SKUs from the exemption. If you don't need to do this, leave this field set to None, which is the default.
      • To apply the exemption to specific SKUs, select Included, then list all the SKUs, separated by commas, in the SKUs field.
      • To exclude specific SKUs from the exemption, select Excluded, then list all the SKUs, separated by commas, in the SKUs field.



  4. Click Save Certificate(s).



If the exemption certificate was saved successfully, you’ll see this message:



If your organization is using Entity/Use as matching criteria

If you can pass your customers’ exemptions into Global Tax Determination from your ERP with a transaction, your organization was most likely set up with the Require Entity/Use as Matching Criteria option selected in your Organization settings. If this is the case, box next to this option will be greyed out. This setting can’t be changed.



Follow these steps to add an exemption if your organization is configured this way.

 

Adding an exemption for an Entity/Use code

  1. Log in to Global Tax Determination.
  2. Click Manage.
  3. You’ll land on the View/Edit Organization Details page. Make sure the correct organization is selected in the side menu, then click the Customer tab.



  4. You'll land on the View/Edit Customer Details page. In the side panel, click the customer whose exemption you want to add. In Step 1, the Customer Code and Customer Name fields will populate automatically.



  5. In Step 2, select the appropriate exemption from the Available Entity/Use box, then click the left-facing arrow (>) to move the exemption to the Selected Entity/Use box. You can repeat this process for multiple exemptions.





  6. Click Save. A success message will appear on the screen.



Adding exemption certificate details

Follow the instructions in the previous section. The only difference is that if you added multiple Entity/Use codes to the customer, you should select the exemption for the certificate from the dropdown menu.