The following table describes the Tax Exemption Definitions options.
This is a multi-record option group. Records can be added as necessary.
| Option name | Value | Description |
|---|---|---|
Allowed Compound Exemptions Note
This parameter is currently not supported. | Alphanumeric values from zero to 40 characters separated by a comma | The list of tax exemption IDs that can be applied along with this exemption. |
| Confirmation Text Template | An alphanumeric value from zero to 40 characters | Specifies the name of the configurable text template for the text displayed on the PIN pad signature collection screen. The Confirmation Text Template does not support embeddable fields. For more information about configuring the PIN pad signature collection screen message, refer to Custom Text Templates. |
| Customer Text Template | An alphanumeric value from zero to 40 characters | Specifies the name of the configurable text template that defines the text on the customer receipt for this exemption. The Customer Text Template supports the same embeddable fields as the Rider Text Template. For more information about configuring the customer receipt message, refer to Custom Text Templates. |
| Description | An alphanumeric value from zero to 50 characters | Describes the text displayed on the printed receipt for this tax exemption. The description is useful when multiple tax exemption details are printed on one receipt. |
| Exemption Code | A numeric value from zero to 99 | The code associated with the reason for the tax exemption. |
| Exemption Id | An alphanumeric value from zero to 20 characters | A user-defined unique identifier for the tax exemption definition. This parameter is the record's key. |
| Rule | An alphanumeric value from zero to 40 characters separated by a comma. | Specifies the Tax Exemption rule that should be applied for this exemption definition. The value of this parameter corresponds to a Rule ID that is defined in the Tax Exemption Rules parameter group. |
| Scope | One of the following values:
| Determines whether the exemption is applied to a single item or to the entire transaction.
|
| Info Collection Form | An alphanumeric value from zero to 40 characters or blank | The name of the Info Collection Form used when processing this tax exemption. The required information is specific to the tax exemption type. For more information about configuring the Info Collection Form, refer to Information Form Definitions. Note
When this field is empty, the information form will not be displayed. |
| Name | An alphanumeric value from zero to 50 characters | Specifies the name of the button displayed on the Tax Exempt Type screen. Retailers can configure the display name and make it descriptive for associates to select the applicable tax exemption. For example, a button can be configured to display Foreign Diplomat – Exempt PST in BC, MB and SK. This means that foreign diplomats are exempted from paying the provincial sales tax in BC, MB, and SK. |
| Restricted Locales | Comma-separated list of alphanumeric values from zero to 40 characters or blank | A comma-separated list of province or state codes where the tax exemption can be applied. When this field is left blank, the tax exemption is available in all provinces or states. Sample value: GA,BC,INTL |
| Rider Text Template Prefix | An alphanumeric value from zero to 40 characters | Specifies the prefix used to identify the rider text templates. The templates define the text printed on the tax rider receipt for this tax exemption. The prefix is used to identify a series of up to five configurable text templates. For example, if this parameter value is "Diplomat," the POS application will locate up to 5 templates:
The POS application then uses all five templates, in the order returned, to define the text in the tax rider receipt. For more information about configuring the tax rider receipt message, refer to Custom Text Templates. |
| Signature Required Locales | A comma-separated list of alphanumeric values from zero to 40 characters | Specifies the locales, states, or province codes where a signature is required for this tax exemption. The type of signature for all exemptions is dependent on the value set in the Tax Exempt Electronic Signature parameter. When this field is left blank, signature capture is skipped. When this parameter is set to All-Locales, then a signature is always required. Sample value: GA,BC |
Default Data
| Exemption Id | Exemption Code | Name | Description | Scope | Rule | Info Collection Form | Restricted Locales | Signature Required Locales | Allowed Compound Exemptions | Rider Text Template | Customer Text Template | Confirmation Text Template |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ForeignDiplomat | 23 | Foreign Diplomat | Foreign Diplomat | perTransaction | ExemptAll | TaxExemptCustomerInfoPrompts | (None) | All-Locales | (None) | TaxExempt | TaxExemptCustomerReceiptText | TaxExemptLegalTextonPinPad |
| FreightForward | 21 | Freight Forward | Freight Forward | perTransaction | ExemptAll | TaxExemptCustomerInfoPrompts | (None) | All-Locales | (None) | TaxExempt | TaxExemptCustomerReceiptText | TaxExemptLegalTextonPinPad |
| GovtOrg | 24 | Government Organizations | Government Organizations | perTransaction | ExemptAll | TaxExemptCustomerInfoPrompts | (None) | All-Locales | (None) | TaxExempt | TaxExemptCustomerReceiptText | TaxExemptLegalTextonPinPad |
| Non-ProfitOrg | 22 | Non-Profit Organization | Non-Profit Organization | perTransaction | ExemptAll | TaxExemptCustomerInfoPrompts | (None) | All-Locales | (None) | TaxExempt | TaxExemptCustomerReceiptText | TaxExemptLegalTextonPinPad |
| Resale | 25 | Resale | Resale | perTransaction | ExemptAll | TaxExemptCustomerInfoPrompts | (None) | All-Locales | (None) | TaxExempt | TaxExemptCustomerReceiptText | TaxExemptLegalTextonPinPad |
| TribalOrg | 26 | Tribal Organization | Tribal Organization | perTransaction | ExemptAll | TaxExemptCustomerInfoPrompts | (None) | All-Locales | (None) | TaxExempt | TaxExemptCustomerReceiptText | TaxExemptLegalTextonPinPad |
Sample Data
The following table provides sample records that can be used to support different POS features according to each retailer's needs.
| Related POS Feature | Exemption Id | Exemption Code | Name | Description | Scope | Rule | Info Collection Form | Restricted Locales | Signature Required Locales | Allowed Compound Exemptions | Rider Text Template | Customer Text Template | Confirmation Text Template |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Band Use Tax Exemption
| 23 | 7 | Band Use in AB – Exempt All Taxes | Band Use | perItem | ExemptAll | TaxExemptCABandUse | AB | AB | (None) | BandUse | TaxExemptstatuscardtext | TaxExemptLegalTextonPinPad |
| Percent Reduction Tax Exemption | ArizonaTaxReduction | 24 | Arizona Tax Reduction | Arizona Tax Reduction | perTransaction | PercentReduction | TaxExemptCustomerInfoPrompts | (None) | All-Locales | (None) | TaxExempt | TaxExemptCustomerReceiptText | TaxExemptLegalTextonPinPad |
| Rate Reduction Tax Exemption | CanadaTaxReduction | 24 | Canada Tax Reduction | Canada Tax Reduction | perTransaction | RateReduction | TaxExemptCustomerInfoPrompts | (None) | All-Locales | (None) | TaxExempt | TaxExemptCustomerReceiptText | TaxExemptLegalTextonPinPad |
