Accounting › Tax
Exemption Certificates
A certificate that has expired is the commonest cause of an assessment, so the expiry is a column rather than a note.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Tax
- Screen: Exemption Certificates
Address in the console: /accounting/tax-exemptions
List · 11 columns · 11 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Certificate | Code | certificate_no |
| Customer | Text | account_name |
| Supplier | Text | supplier_name |
| Type | Status | exemption_type |
| Jurisdiction | Code | jurisdiction_code |
| From | Date | valid_from |
| To | Date | valid_to |
| Days left | Number | days_to_expiry |
| Expiring | Yes or no | expiring_soon |
| Expired | Yes or no | has_expired |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Certificate number required | Text | ||
| Customer | Choice | Looked up from existing records | |
| Supplier | Choice | Looked up from existing records | |
| Jurisdiction | Choice | Looked up from existing records | |
| Tax code | Choice | Looked up from existing records | |
| Type | Choice | resale, charity, government, diplomatic, export, manufacturing, agricultural, treaty, other | |
| Reason | Long text | ||
| Valid from required | Date | ||
| Valid to | Date | ||
| Certificate document | Text | ||
| Notes | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.