- In the Tree Menu, click Setup | Taxes | Direct Pay Product Exemption.
The Advanced Administration Application displays the Direct Pay Product Exemption form.
- Click in the State text box or UNSPSC Code text box, and type all or part of state name, abbreviation or UNSPC code, or use Wild Card Characters.
Note: The application comes pre-populated with a number of common states and provinces. If your locale has additional jurisdictions, please have your database administrator add those jurisdictions to the "Tax_State_Province" table.
- Click [Search]
The Advanced Administration Application displays all Exemptions matching your query and their information.
- To sort the list by columns, click:
- The State hyperlink, or
- The UNSSPSC Code hyperlink, or
- If there are too many Exemptions to be viewed in a single page, use the browser scroll bar, at the right of the window, to move the display up and down.
- To view all of the information for an Exemptions, use the browser scroll bar, at the bottom of the window, to move the display left and right.
- Click [Delete] beside an Exemption to remove it from the database, or
- Click [Edit] beside an Exemption.
The Advanced Administration Application displays the Edit Direct Pay Product Exemption form.
- In the State text box, click on a different code, representing a state, group of states or nations for which an exemption should apply, or
- Click in the UNSPSC Code text box and type a different UNSPSC code representing the type of item that is to be exempt from direct payment of tax.
- Click:
- [Save] to save the modified exemption and leave the Edit Direct Pay Product Exemption form, or
- [Cancel] to leave the Edit Direct Pay Product Exemption form without making any changes.