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Default exemptions

Use the Default Exemption chart during the balance import process if you have exemption amounts on your balance import file, but don't have a code on the import file identifying the classification for the exemption. Otherwise, any exemptions amounts found on a balance import file without an exemption category assignment will be assigned to Other Exemptions.
Also, you can use a Default Exemption chart if, during the calculation of taxes, you use a calculation code that calculates taxable and/or gross from tax collected or individual tax amounts. At times during these calculations, the system needs to calculate an exemption. By default, these calculated exemptions are assigned to Other Exemptions.

System default exemptions

If you have balance import records that have exemption amounts, but don't have exemption type assignments, and having the exemptions assigned to Other Deductions on a global level worldwide will suffice, you don't need to create a Default Exemptions chart. If you're using a calculation code that calculates taxable and/or gross from tax collected or individual tax amount, and the system needs to calculate an exemption amount, and having the calculated exemption assigned to Other Deductions on a global level worldwide will suffice, you don't need to create a Default Exemptions chart. .
Tax type
Exemption
Level
Authority
SALES
OTHER
GLOBAL
WORLDWIDE
SERVICES
OTHER
GLOBAL
WORLDWIDE
RENTALS
OTHER
GLOBAL
WORLDWIDE
SELLERS USE
OTHER
GLOBAL
WORLDWIDE
CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
TAXABLE SALES TAX HOLIDAY SALES
OTHER
GLOBAL
WORLDWIDE
DIRECT PAY PERMIT
OTHER
GLOBAL
WORLDWIDE
INVENTORY PULLED
OTHER
GLOBAL
WORLDWIDE
NON FIXED SALES
OTHER
GLOBAL
WORLDWIDE
NON FIXED CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
QUALIFIED ENTERPRISE ZONE SALES
OTHER
GLOBAL
WORLDWIDE
QUALIFIED ENTERPRISE ZONE CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
UNQUALIFIED ENTERPRISE ZONE SALES
OTHER
GLOBAL
WORLDWIDE
UNQUALIFIED ENTERPRISE ZONE CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
ADMISSIONS SALES
OTHER
GLOBAL
WORLDWIDE
CLOTHING SALES
OTHER
GLOBAL
WORLDWIDE
CLOTHING SELLERS USE
OTHER
GLOBAL
WORLDWIDE
CLOTHING CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
CLOTHING SALES OVER LIMIT
OTHER
GLOBAL
WORLDWIDE
CLOTHING SELLERS USE OVER LIMIT
OTHER
GLOBAL
WORLDWIDE
CLOTHING CONSUMER USE OVER LIMIT
OTHER
GLOBAL
WORLDWIDE
TAXABLE SALES TAX HOLIDAY CLOTHING SALES
OTHER
GLOBAL
WORLDWIDE
REAL PROPERTY LEASES
OTHER
GLOBAL
WORLDWIDE
PREPARED FOOD SALES
OTHER
GLOBAL
WORLDWIDE
LIQUOR SALES
OTHER
GLOBAL
WORLDWIDE
LIQUOR CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
WINE SALES
OTHER
GLOBAL
WORLDWIDE
WINE CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
BEER SALES
OTHER
GLOBAL
WORLDWIDE
BEER CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
SOFT DRINK SALES
OTHER
GLOBAL
WORLDWIDE
CANDY SALES
OTHER
GLOBAL
WORLDWIDE
FOOD SALES
OTHER
GLOBAL
WORLDWIDE
FOOD SERVICES
OTHER
GLOBAL
WORLDWIDE
FOOD SELLERS USE
OTHER
GLOBAL
WORLDWIDE
FOOD CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
MANUFACTURING EQUIPMENT SALES
OTHER
GLOBAL
WORLDWIDE
MANUFACTURING EQUIPMENT RENTALS
OTHER
GLOBAL
WORLDWIDE
MANUFACTURING EQUIPMENT SELLERS USE
OTHER
GLOBAL
WORLDWIDE
MANUFACTURING EQUIPMENT CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
MANUFACTURING EQUIPMENT DIRECT PAY PERMIT
OTHER
GLOBAL
WORLDWIDE
MANUFACTURING UTILITIES SALES
OTHER
GLOBAL
WORLDWIDE
MANUFACTURING UTILITIES SELLERS USE
OTHER
GLOBAL
WORLDWIDE
MANUFACTURING UTILITIES CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
MANUFACTURING REPAIR CONSUMER USE
OTHER
GLOBAL
WORLDWIDE
You make your assignments by tax type. For each tax type, you then select the exemption category you want assigned to any unidentified balance import exemption amounts or calculated exemptions for the tax type.
The last step is to select the level and authority you want to assign for the default exemption. Examples of assignments:
Tax Type
Exemption
Level
Authority
Sales
Resale
Global
Worldwide
Sales
Resale
Country
United States
Sales
Refunds/Return Merchandise
Country
Canada
Sales
Sales to US Government
State
California
Sales
Sales to US Government
State
Colorado
Sales
Sales to US Government
State
Texas
Sales
Resale
State
Minnesota
If you utilize a Default Exemption chart for both Balance Import and Compute purposes, you'll need to create separate charts; one for Balance Import and one for Compute.
  • Each record in the chart requires a selection in the Tax Type, Exemption, Level, and Authority fields.
  • You can assign multiple exemption categories to the same tax type if you are assigning to different authorities.

This article applies to: