<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/tc/mcs/tcmcs1560m000" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Tax Exemptions for Purchasing (tcmcs1560m000)</Title>
	</Header>
	<HelpTopic><AimSection><Paragraph>Use this session to maintain <Link href="/baanerp/tc/glossary/glossary#000332" role="glossary">tax-exemption certificates</Link> for purchases. If you use a tax provider, you can specify tax-exemption certificate numbers by country and state/province. If you do not use a tax provider, you can specify tax-exemption certificate numbers by country and tax code.</Paragraph>
		</AimSection>
		<GeneralSection><Note><SectionTitle>Note</SectionTitle>
				<Paragraph>If a direct pay exemption is referenced on an order line, the order line must have a shifted tax code.</Paragraph>
			</Note>
			<List><ListIntro>SSA ERP determines the default tax-exemption certificate number for a purchase-order line based on the combination of:</ListIntro>
				<ListItem>Country.</ListItem>
				<ListItem>State/province (if you use a tax provider).</ListItem>
				<ListItem>Tax code (if you do not use a tax provider).</ListItem>
				<ListItem>Exempt reason code.</ListItem>
				<ListItem>Expiration date.</ListItem>
			</List>
			<Paragraph>Each exempt reason/certificate number combination is valid until the expiration date. Only one exempt reason/certificate number combination can be valid at a time. You can enter multiple certificate numbers with successive expiration dates for one exempt reason.</Paragraph>
		</GeneralSection>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/tc/onlinemanual/000105" role="manual">Sales Tax on Purchases</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="tcmcs160.ccty"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Country</Title>
			</Header>
			<FuncDesc>The country in which the tax exemption applies.</FuncDesc>
			<SimpleSection><List><ListIntro>SSA ERP determines the default tax-exemption certificate number for a purchase-order line based on the combination of:</ListIntro>
					<ListItem>Country.</ListItem>
					<ListItem>State/province (if you use a tax provider).</ListItem>
					<ListItem>Tax code (if you do not use a tax provider).</ListItem>
					<ListItem>Exempt reason code.</ListItem>
					<ListItem>Expiration date.</ListItem>
				</List>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs160.cste"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">State/Province</Title>
			</Header>
			<FuncDesc>The state/province in which the tax exemption applies.</FuncDesc>
			<SimpleSection><List><ListIntro>SSA ERP determines the default tax-exemption certificate number for a purchase-order line based on the combination of:</ListIntro>
					<ListItem>Country.</ListItem>
					<ListItem>State/province (if you use a tax provider).</ListItem>
					<ListItem>Tax code (if you do not use a tax provider).</ListItem>
					<ListItem>Exempt reason code.</ListItem>
					<ListItem>Expiration date.</ListItem>
				</List>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs160.rcod"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Exempt Reason Code</Title>
			</Header>
			<FuncDesc>The exempt reason. The reason type must be <GUIRef href="/baanerp/tc/domains/mcs.rstp#tax.exem" role="enum">Tax Exemption</GUIRef>.</FuncDesc>
			<SimpleSection><Paragraph>If you use the Taxware's Master Tax System tax provider, only the first two characters of the reason code are passed to the tax provider.</Paragraph>
				<Paragraph>If you use the Vertex's Quantum for Sales and Use Tax tax provider, only the first character of the reason code is passed to the tax provider.</Paragraph>
				<Paragraph>You can enter multiple certificate numbers with successive expiration dates for the same exempt reason.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs160.ercd"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Expiration Date</Title>
			</Header>
			<FuncDesc>The date when the tax-exemption certificate expires.</FuncDesc>
			<SimpleSection><Paragraph>Each exempt reason/certificate number combination is valid until the expiration date. Only one exempt reason/certificate number combination can be valid at a time. You can enter multiple certificate numbers with successive expiration dates for one exempt reason.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs160.ceno"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Tax Exemption Certificate Number</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#000332" role="glossary">tax exemption certificate</Link>.</FuncDesc>
			<SimpleSection><Paragraph>If you use the Vertex's Quantum for Sales and Use Tax tax provider, only the first 15 characters of the tax-exemption certificate number are passed to the tax provider.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="ctxt.yn"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Text</Title>
			</Header>
			<FuncDesc>If this check box is selected, a text is present.</FuncDesc>
			<RelatedTopics><SectionTitle>Related topics</SectionTitle>
				<RelTopic><Link href="/baanerp/basictasks/000007" role="manual">To use texts</Link>
				</RelTopic>
			</RelatedTopics>
		</FieldHelp>
		<FieldHelp ID="tcmcs005.drpi"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Direct Pay Indicator</Title>
			</Header>
			<FuncDesc>If this check box is selected, the tax is a <Link href="/baanerp/tc/glossary/glossary#000333" role="glossary">direct pay</Link> tax.</FuncDesc>
		</FieldHelp>
	</Fields>
</Session>
