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Where applicable, you need to configure specific customers, defined in the EDGE member database, to reflect the tax exempt status of their qualifying organizations.
To accomplish this, you need to:

  • Provide an organization's tax exempt tax number for each member who makes purchases on behalf of their organization,
        and
  • Activate the appropriate tax exemption project setting.
Follow the procedures below in the order listed to complete the configuration for tax exempt status.

Procedures:

Note:

If you do not need to configure tax exempt status for any member or organization at this time, you can skip these procedures and continue with Configure Tax Rates.




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