(ID# 8225) This POS option in Options Configuration determines when the system will require the tax exemption statement and signature. This option only applies when Option 5472 "Tax Exemption – Applies to which customers?" is not set to N.
Important: This option is used to define the "when" side of the Tax Exemption feature. This feature also has options to define the 'who' (Option 5472) and 'what' (Option 8227) aspects of this feature; therefore, you must review and set these options so that the Tax Exemption feature will function as expected.
B = Tax exemption statement/signature is required whenever the <No Tax> key (or equivalent) is used to post a normally taxable item, or when the transaction’s tax code is a specific tax code.
S = Tax exemption statement/signature is required only when the transaction’s tax code is a specific tax code.
T = Tax exemption statement/signature is required only when the <No Tax> key (or equivalent) is used to post a normally taxable item (this is the default setting).
Note the following when selecting a setting for the option:
When this option is set to B or S, enter the Specific Tax Code in option 8226. Anytime a transaction's tax code matches what is entered in option 8226, the tax exemption statement and signature will be required, regardless of what items are sold or their taxability.
The reference to "or equivalent" means that the tax exemption statement and signature will be required not only when the No Tax key is used to post a normally taxable item, but also for the following equivalent situations:
The item posted is on the customer's Tax Override Plan AND the tax code on that plan as a 0% tax rate, AND option 3573 "Post item(s) as non-taxable when item level tax code's rate is 0%" is set to Yes.
The item was posted using Posting Menu Option 1 to enter a line-item tax code, AND the tax code entered has a 0% tax rate, AND option 3573 "Post item(s) as non-taxable when item level tax code's rate is 0%" is set to Yes.
Important: If you set this option to B or T, enter the Specific Tax Code in Option 8226. Any time a transaction's tax code matches what is entered in Option 8226, the tax exemption statement and signature will be required, regardless of what items are sold or and regardless of what their taxability is.