We need to be able to put an expiration date on sales tax exemptions for our customers so we can be alerted when they have expired

by: Dwain N. | over a year ago | Sales & Distribution

Comments

• Serveral of our clients use Customer Memos for that.

  by: John B. | over a year ago

• The date is the most important to add, and the issuing state would also be a nice field to have in the sales tax exemption screen. Some of our customers have tax #'s for a few stats, but we don't have a ship-to address for them for each of those states -- sometimes they are sending the tax #'s in advance; other times we do a show in their state and a bordering state, and they come to us, so no need for shiptos.
  
  For WA state, we format the expiration date in the tax field with their month and year of expiration. (1312, 1401, etc.) but date pulldowns would be nicer because not everyone remembers that it is YYMM ... sometimes they enter it MMYY. And,more importantly: some states have #'s too long; we can't fit the date (and a space character) and the # all in the tax field.
  
  We do also use Customer Memos for some tax-related things, but a) that takes longer to set up when you have a customer on the phone and b) it makes one more table to have to bring in for reporting, and reporting can get funky when you have too many tables and different #'s of tax memos vs. exemption fields ... and the formatting inconsistencies that are inherent when salespeople are typing fast while helping a customer (phone or face to face).

  by: Polly N. | over a year ago