Manage tax exemption documents

The Tax Exemptions dashboard in SCM provides an overview of tax-exempt purchases. Use it to search for, review, add, and update tax exemption documents.

Search for a tax exemption document

Under Parameter 1, select a search parameter to narrow the results and locate the required tax exemption document.

The Document Status field indicates whether the document has been validated. Possible values are New, In Review, Valid, and Expired.

Add a tax exemption document

To add a tax exemption document:

1. On the purchase overview page, select Add Tax Exemption Document. The Add Tax Exemption Document window opens.

note

The Add Tax Exemption Document button is available only in the Tax Exemptions section.

2. Enter the document information.

General

Field	Description
Reason for Exemption	Reason for the tax exemption.
Tax ID Type	Type of ID used for the tax exemption.
Tax ID	Unique tax ID that identifies the company.
Date Certificate Issued	Date when the exemption certificate was issued.
State of Issue	Federal state where the tax exemption document was issued.
Expiration Date	Date when the company's exemption expires.
Attachment	Select this field to upload or view the tax exemption document.

note

Use the ... menu to validate a document or mark it as invalid.

Expired documents appear in the Valid/Expired section of the tax exemption documents table.

Contact

Field	Description
Company	Name of the company to which the tax exemption document is assigned.
Type of Business	Type of business entity to which the exemption was issued.
First Name	First name of the company's contact person.
Last Name	Last name of the company's contact person.
Email	Email address of the tax-exempt company.
Phone	Phone number of the company.
Address	Address of the company.
State	State where the company is located.
Zip/Postal Code	ZIP or postal code of the company.
City	City where the company is located.

3. Enter additional information in the optional Notes field.
4. Select Save & Close.

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