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Integrated Tax Service | Marking Items as Non-Taxable
This article will walk you through marking an item as non-taxable in your Point of Rental Elite Software.
When you are integrating with an Integrated Tax Service (for example, CCH or Vertex), you cannot mark items non-taxable in the item record. In order to accomplish this, you will need to manage the non-taxable settings on the Integrated Tax Service Site. This can be set at the Item Category Level or Item Level.
Topics included in this article
Here's how to get there
Expert: Program Menu > File Maintenance > Item File
Elite: Configuration Gear > File Maintenance > Item File
1. Within your item record, go to the Options Tab.
2. From there, underneath rate engine, type in the Sales Tax Code.
If you have specific items that are non-taxable in a specific zip code, the Sales Tax Code will populate on those items.
Note: In Vertex, the sales tax code is called the Product Code.
In your Item Category Configuration, you can adjust your categories to be non-taxable. To do this, you can place the Tax Class in your category, depending on your rental or sale items.
You will use a product class that is in your tax integration software already or you can create one. Then you can tell your tax integration software to make that class non-taxable.
Note: All items in that category would be non-taxable in your Tax Integration Service.
If you have any questions about creating Tax Classes or Tax Codes, please contact your Integrated Tax Service.
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