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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.

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.
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: