How to document a sales tax exemption at checkout

If a revenue agent attempts to collect sales tax on tax-exempt sales, you will need to provide detailed customer information.

You can choose one of these settings for documentation:

• Default setting: At checkout, when a customer account is not specified and tax is removed from an item, a message will appear and request the customer’s name, address, and ID (driver’s license number or tax certification number).This information is stored and printed on all receipts and invoices.
• Optional setting: At checkout, you can also print the terms and conditions of your sales tax-exemption policy and require the customer’s signature as proof of agreement with the policy.
  

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1. On the File menu, click Setup.
2. In the Paladin Configuration window, click the Taxes tab.
3. In the Tax Exemption section, select Require Signature for Tax Exemption.
4. In the Exemption Receipt box, enter your tax exemption policy and requirements.You can enter up to 510 characters.
5. Click Close, and then click Save.

Notes:

• The tax exemption will appear on all subsequent sales receipts.
• Inventory items and non-taxable departments will not be affected.