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Charts

Exemption level

Use an Exemption Level chart to cross-reference your internal exemption level name or code to the system's exemption levels. By creating this cross-reference chart, you can create balance import files for transaction data without having to change your internal names or codes on the files.
note
  • Each record in the chart requires an entry in the Exemption Level Code field and at least one selection from the Exemption Level options.
  • A unique exemption level name or code can only be assigned to 1 system exemption level combination.
  • Multiple exemption level names or codes can be assigned to the same system exemption level combination.

System exemption levels

If you format your balance import file to use the system exemption levels rather than your internal exemption level names or codes, you don't need to create an Exemption Level chart.
note
If exemptions on your balance import file are determined to be exempt at all applicable levels, an exemption level isn't needed on your balance import records. The default exemption level's exempt at all applicable levels.
System default exemptions
Exemption level
Country
State
County
City
District
C
No
No
Yes
No
No
D
No
No
No
No
Yes
L
No
No
No
Yes
No
N
Yes
No
No
No
No
S
No
Yes
No
No
No
T
No
No
No
No
Yes
U
No
No
No
No
Yes

This article applies to: