How To - Tax Exempt Status for Customers

By default, all customers are non-exempt from taxes and fees.  In most cases, customers are still required to pay FUSF.

The following steps should be followed:

It is recommended to set up Tax Exempt status on both the Customer AND Enterprise.  An exception would be if the Enterprise includes both taxable and non-taxable accounts, in which case you would set up tax exempt status on the Customer only.

Select the Overview tab

Under COMPONENTS, click on the Add button

 

Tax Exempt Only

  • From the drop-down menu select 19-Only Apply Federal Universal Service Fund (USF).  This will exempt the customer from all federal, state and local taxes.  It will still charge the FUSF.  (Note:  Although the drop-down menu contains all possible tax exemption levels available within Sure Tax, 19-Only Apply Federal Universal Service Fund is the level most often used.)
  • Leave Tax Exempt Type blank
  • Save

 

 

Tax Exempt Only

Tax and FUSF Exempt

If you want to also exempt your customer from FUSF fees, follow these steps:

From the drop-down menu, select Tax Exempt

 

Tax and FUSF Exempt

Save

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