VISION ERP – Training Guide

Tax Exemption Certificates 

Some customers due to the nature of their business may request to be tax exempt.

On those cases, even before we ever invoice them, we need copy of their Tax Certificate.

Please create a Freshdesk requesting that the customer be set as a non-taxable customer and enclose copy of the Certificate.

As there are various kinds of certificates, the Accounting Department in conjunction with One Source will validate it and if it is a good certificate, they will set the customer to non-taxable and communicate it the subsidiary.  At that point CSR can create invoices for the customer.

If CSR has already created taxable invoices before the customer was set as non-taxable, those invoices would need to be credited before the status of the customer changes to non-taxable and re-invoiced after Accounting confirms that the Customer Status has changed to Non-Taxable.

After One Source reviews the certificate sent to us and finds it to be the incorrect one, not valid, or sometimes that the application does not apply to be tax exempt, they will let us know and the status of Taxable stays in place.

If customer send another certificate the whole process starts again.