Apply a Tax Exemption to an Order

- As part of the picking confirmation process, you can apply a tax exemption to an entire order or line items on an order.
- A tax override may be applied for certain types of Financial Aid that are exempt from taxes or if the customer represents a tax exempt organization.
- Only team members with a SODA security level of 1 or 2 are authorized to apply a tax exemption to an order.
- Access the SODA
Picking Confirmation screen for the order you want.
Tell me how...
- Click Tax/Discount/Ship
Charges.
- Then Apply Tax Overrides.
- In the Enter Order Tax ID field, type the customer's tax exempt number.
- To apply the exemption
to the entire order, click Tax Exempt
Order.
-or-
To apply the tax exemption to the to items
in the order, select one or more line items and click
Tax Exempt Lines.
- Click Go Back
to return to the SODA Picking Confirmation
screen.
- Return to Confirm the Picks for an Order.