Customer Status Tax Exempt vs Resale

We do very little resale, but in doing a self-audit found that our sales to customers with resale certificates were being marked as tax exempt like

a claim and not as tax exempt because of resale.  Resale sales are usually reported on state SUT reports, so this information needs to be separate from actual tax exempt claims.  RFMS advises that attaching a copy of the resale certificates to the customer file "triggers" this, so currently fix is to manaully separate the resale from the tax exempt or depending on how MUCH resale you do, keep the certificates separate. Due to our volume, we will manually separate. (The claims all start with CL, so not too difficult.) This needs to be corrected, however so  the different classes can be utilized without having to "know" to do this.

 

 

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