Tax Exemption Certificates

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale

TireMaster Plus

TireMaster Corporate

If your state requires additional documentation for tax-exempt customers, you can create a tax exemption certificate that can be printed on invoices for tax‑exempt customers.

Creating a tax exemption certificate includes defining the certificate text and adding a signature line..

To create a tax exemption certificate

1. Select Setup > Sales Tax Maintenance. The Sales Tax Setup screen opens.
2. Click the Levels tab.
3. Click Certification. The Tax Exemption Certificate screen appears.
4. Type the certificate text and a signature line.
Tip: To create a signature line, repeatedly press the keyboard’s underline key.
5. To save the certificate, click OK.
6. Close the Sales Tax Setup screen.

Tax exemption certificates can be printed on invoices for tax-exempt customers at point of sale.

To print a tax exemption certificate

1. Turn a work order into an invoice. For more information, see Complete an Invoice.
2. Select the Tax Exempt Cert check box on the Invoice Completion screen.
3. Complete the invoice as usual. The printed invoice will include the text from the tax exemption certificate.