How to put the tax examination for the customer

How to put the tax examination for the customer

1. Open An Existing Account
   1. Go to the Business Partners work center and then choose the Accounts view.
   2. Select All Accounts from the Show field. The system retrieves and displays the status, account ID, account name, city, and main contact for all the accounts.
   3. Select an account to create a new tax exemption certificate.
   4. Click Edit and then choose Financial Data to open the master data for the account.
2. Enter IDs and Dates
   1. In the master data, select  Tax Exemption Certificates.
   2. Add a row to fill in the tax exemption certificate details.
   3. Enter the company ID and the tax exemption certificate ID in the respective fields.
   4. Select the Certificate Type from the drop down menu. The system retrieves and displays the Tax Type and Country.
   5. Enter the dates. The start date and end date is the validity period of the certificate.
   6. Enter the External ID and Maximum Tax Exemption Amount as stated on the certificate. If the information is not available, leave the respective fields empty.
   7. Click on  Tax Exemption Reason and select the tax exemption reason.
3. Save and Activate Tax Exemption Certificate
   1. Click Save to save the data.
   2. Click Change Status and then choose Activate to set the status of the tax exemption certificate to Active.
   3. Click Close to return to the Accounts view.