Make Inspections Tax Exempt
Posted: Wed Jan 22, 2020 8:44 am
You will go to Setup from the home ribbon.
Select Tags from the left panel
Click the drop down arrow next to Target to select Labor Line
Click Add on the ribbon
Type a Name for Tag ( I.e Tax Exempt Inspection, etc. )
Click Ok
Next, from in the Setup type Inspection in the search field
Select Inspections from the left panel
You will need to go into each Service Category to open Inspections with Labor Line
Double click on the labor line in the inspection
Select the Tag tab
Click Document Icon on the top right in tag window
Click Green Plus Sign to the left of the Tax Exempt Inspection Tag you just created to add it
Click Ok.
Next, still in Setup go to Other Charges / Sales Rule
Select the Other Charge for your Tax from the Other Charge drop down menu
Click Add on the ribbon
Applies to: Labor
Check box next to Tag in the Labor section
Click the Document Icon on Tag line to select the Tax Exempt Inspection you created
Click the circle next to Exempt
Click Ok
You will need to click on the New Other Charge Sales Rule Exemption in the list (if any) to drag it above any of the Sales Rules that are Applying to a Labor Line
(Note: All exemptions must appear first in the Sales Rule list)
Click Save
It is always a good idea to test the next Sales Rule to check for desired results.
Select Tags from the left panel
Click the drop down arrow next to Target to select Labor Line
Click Add on the ribbon
Type a Name for Tag ( I.e Tax Exempt Inspection, etc. )
Click Ok
Next, from in the Setup type Inspection in the search field
Select Inspections from the left panel
You will need to go into each Service Category to open Inspections with Labor Line
Double click on the labor line in the inspection
Select the Tag tab
Click Document Icon on the top right in tag window
Click Green Plus Sign to the left of the Tax Exempt Inspection Tag you just created to add it
Click Ok.
Next, still in Setup go to Other Charges / Sales Rule
Select the Other Charge for your Tax from the Other Charge drop down menu
Click Add on the ribbon
Applies to: Labor
Check box next to Tag in the Labor section
Click the Document Icon on Tag line to select the Tax Exempt Inspection you created
Click the circle next to Exempt
Click Ok
You will need to click on the New Other Charge Sales Rule Exemption in the list (if any) to drag it above any of the Sales Rules that are Applying to a Labor Line
(Note: All exemptions must appear first in the Sales Rule list)
Click Save
It is always a good idea to test the next Sales Rule to check for desired results.