Exemption code
Use the Exemption Code chart to cross-reference your internal exemption name or code to the system exemptions. 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 codes
If you format your balance import file to use the system exemption codes rather than your internal exemption names or codes, you don't need to create an Exemption Code chart.
Code | Exception type | Level | Authority |
|---|---|---|---|
ADJ101 | DISCOUNTS AND ALLOWANCES | Global | Worldwide |
ADJ102 | BAD DEBTS | Global | Worldwide |
ADJ103 | REFUNDS/RETURNED MERCHANDISE | Global | Worldwide |
ENT101 | RESALE | Global | Worldwide |
ENT102 | GOVERNMENT, FEDERAL | Global | Worldwide |
ENT103 | GOVERNMENT, STATE OR LOCAL | Global | Worldwide |
ENT105 | RELIGIOUS/CHARITABLE | Global | Worldwide |
ENT106 | NON-PROFIT EDUCATIONAL | Global | Worldwide |
ENT107 | EXEMPT MEDICAL FACILITIES | Global | Worldwide |
ENT110 | DIRECT PAY PERMIT HOLDERS | Global | Worldwide |
ENT201 | MEALS TO EMPLOYEES WITHOUT CHARGE | Global | Worldwide |
HOL101 | SALES TAX HOLIDAY | Global | Worldwide |
JUR101 | INTERSTATE COMMERCE | Global | Worldwide |
JUR131 | ENTERPRISE ZONE TRANSACTION | Global | Worldwide |
NTX101 | NONTAXABLE SALES | Global | Worldwide |
NTX102 | NONTAXABLE SERVICES | Global | Worldwide |
NTX111 | PRESCRIPTION DRUGS | Global | Worldwide |
NTX112 | MEDICAL DEVICES | Global | Worldwide |
NTX113 | PROSTHETICS | Global | Worldwide |
NTX114 | CLOTHING | Global | Worldwide |
NTX121 | MOTOR VEHICLE FUEL | Global | Worldwide |
NTX122 | AIRCRAFT FUEL | Global | Worldwide |
NTX201 | FOOD FOR HOME CONSUMPTION | Global | Worldwide |
NTX202 | OFF-PREMISE CONSUMPTION | Global | Worldwide |
NTX211 | FOOD STAMP/WIC | Global | Worldwide |
NTX221 | VENDING MACHINE SALES | Global | Worldwide |
NTX309 | MANUFACTURING MACHINERY/EQUIPMENT | Global | Worldwide |
OTH101 | OTHER | Global | Worldwide |
If you assign a user defined exemption code along with a cross-referenced system exemption code to specific states, you have the option to assign the same user defined exemption code with a different system exemption code choice by selecting additional different states in the States list.
note
- Each record in the chart requires an entry in the Exemption Code field and a selection from the Exemption Type, Level, and Authority drop-down lists.
- You can assign multiple Exemption Types to the same Exemption Code if you are assigning to different authorities.
- Multiple Exemption Codes can be assigned to the same Exemption Type.