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Tax Exempt forms should follow the organization, not the customer
Under Consideration
Every year that a school PTA has a new person in charge, we're forced to get a new TAX ID # to create an exemption form. Logically, the number should follow the organization - since it belongs to them and not the person in charge.
Just a thought
I like this idea
This is a good idea. I'll add it to the list. We may implement it differently to avoid causing unintended effects if a customer enters an organization name that matches a pre-existing organization, so there may still be a step you'll have to take to ensure it's actually the same organization. But we could make it easier.
This is a good idea. I'll add it to the list. We may implement it differently to avoid causing unintended effects if a customer enters an organization name that matches a pre-existing organization, so there may still be a step you'll have to take to ensure it's actually the same organization. But we could make it easier.
Sounds good. For now, we're able to lookup the previous order, record the TAX ID #, and transfer it over...not a big deal. Just an idea though...not like you guys dont have enough on your plates haha!
Sounds good. For now, we're able to lookup the previous order, record the TAX ID #, and transfer it over...not a big deal. Just an idea though...not like you guys dont have enough on your plates haha!
In our state we are required by state law to collect a new signed tax exempt form from the client.
We enter their tax exempt form information in the payment section and have a payment type set up as tax exempt.
So we enter the date the tax number then pick tax exempt payment type and 0.00 in the amount
we also scan the form and attach it to the order.
Then if the client books more orders in the same year we can go back and get the tax form and attach it to the new order in the same way as before.
This allows us during an audit to be able to have the form and number attached to any order that might be in question.
In our state we are required by state law to collect a new signed tax exempt form from the client.
We enter their tax exempt form information in the payment section and have a payment type set up as tax exempt.
So we enter the date the tax number then pick tax exempt payment type and 0.00 in the amount
we also scan the form and attach it to the order.
Then if the client books more orders in the same year we can go back and get the tax form and attach it to the new order in the same way as before.
This allows us during an audit to be able to have the form and number attached to any order that might be in question.
I would suggest you check with your taxing authority to find out the specific rules on form collection. It would be terrible to get audited and find out you was supposed to collect a new form every year and have to pay all that back taxes on expired forms.
I would suggest you check with your taxing authority to find out the specific rules on form collection. It would be terrible to get audited and find out you was supposed to collect a new form every year and have to pay all that back taxes on expired forms.
Any progress on this? Seriously confusing to repeat customers who expect us to retain this info.
Additionally, in the past if I chose an existing customer with tax exempt tied to them, and created a new lead, I could click on the "exempt?" link and see a copy of the form, and from there I could take down the tax ID # and manually input into the new order (same company, different contact person). I tried today and cannot seem to locate where I'd find that information any more.
Any progress on this? Seriously confusing to repeat customers who expect us to retain this info.
Additionally, in the past if I chose an existing customer with tax exempt tied to them, and created a new lead, I could click on the "exempt?" link and see a copy of the form, and from there I could take down the tax ID # and manually input into the new order (same company, different contact person). I tried today and cannot seem to locate where I'd find that information any more.
We enter there tax number in the payment section as a 0 payment call it tax exempt. And the ref number is their tax number and then scan and attach ya copy to the order
Future orders still requires us to slip back and search and repeat the process but at least for an audit we have something
We enter there tax number in the payment section as a 0 payment call it tax exempt. And the ref number is their tax number and then scan and attach ya copy to the order
Future orders still requires us to slip back and search and repeat the process but at least for an audit we have something
I'm using Taxcloud and trying to automate as much as we can. In the past, we could pull up the old form with number...
I'm using Taxcloud and trying to automate as much as we can. In the past, we could pull up the old form with number...
Jason, can you give me a customer to check that should have a certificate? Part of the problem is that we don't make customers have an account. So, when they enter their info to get a quote, we have to try to see if we can match them in the DB. If the information is different from the DB record even by the smallest amount, we make a new customer record cause we don't know what info should be kept.
Jason, can you give me a customer to check that should have a certificate? Part of the problem is that we don't make customers have an account. So, when they enter their info to get a quote, we have to try to see if we can match them in the DB. If the information is different from the DB record even by the smallest amount, we make a new customer record cause we don't know what info should be kept.
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