Purpose
The purpose of this article is to show the steps to set up an Organization or Contact for Tax Exempt with explanation of Tax Exempt Reason Codes.
Process
Tax Rates are allocated to items and fixed price menus on Spoonfed. For some Organizations or Contacts, they may need to have the Standard Tax Rates overridden.
A tax rate will need to be created in the Setup Module before being able to be applied to an Organization or Contact. For more information on how to create a tax rate please reference the article, 365 Catering (Spoonfed) - Setup Module - Set Up Tax Rates.
Tax rates can be created and applied during the creation of an Organization or Contact or later on in the Organization or Contact Details page.
For information regarding the Tax Exempt status during setup of an Organization or Contact please reference the article for the correct Setup, 365 Catering (Spoonfed) - Customer Module V2 - Hierarchy Setup, 365 Catering (Spoonfed) - Customer Module V2 - No Hierarchy - Adding a Contact, or 365Catering (Spoonfed) - Customer Module V2 - Hybrid - Adding an Independent Contact.
Please Note: Past orders will not be changed. A manual edit of past orders within the Individual Order page will be needed.
Hierarchy Setup
To apply an already existing tax rate the Tax Exempt fields in a Hierarchy setup, navigate to the Organization Details page by clicking on the Organization name from the Customer Module main page.
Navigate to the Settings tab of the Organization Details page and the Sales Tax field will be located at the bottom.
Select the required override and be sure to save the changes using the Save button in the upper left.
No Hierarchy or Hybrid Setup
To apply an already existing tax rate the Tax Exempt fields in a No Hierarchy or Hybrid setup, navigate to the Contact Details page by clicking on the Contact name from the Customer Module main page.
Navigate to the Settings tab of the Contact Details page and the Sales Tax field will be located at the bottom.
Select the required override and be sure to save the changes using the Save button in the upper left.