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