Using Tax Exemption

Tax Exemption Codes are supported in the OPS-COM system.  If a user has a tax exemption code on their profile, taxes will not be charged when they purchase items such as permits, violations and lockers.

Quick Steps:

1. Search for and select the User Profile.

2. Under Profile>Edit Profile Information, add or update the Tax Exemption Code field on the Edit User Profile screen.

3. Click Submit Profile Information and then Confirm Information Correct buttons.

4. Verify the code is correct in the Profile Overview window.

5. Ensure tax-exempt transactions do not display taxes on the payment page.

6. Run and export the Tax Exemption Report from the Payments menu as needed.

Step by Step Instructions:   

1. Search for the User:

   • Use the Quick Search or User Search functions to locate the user profile you want to edit.

2. Edit the Profile:

   • Open the User Profile and under Edit Profile Information locate the Tax Exemption Code field.

   • This field supports alphanumeric characters and is present on both new and existing profiles.

3. View Tax Exemption Code:

   • The Tax Exemption Code is displayed in the **Profile Overview **window for easy reference.

4. Tax-Free Transactions:

   • When purchasing a permit for a user with a tax exemption code, taxes will not appear as a line item on the payment or confirmation page.

5. Tax Exemption Report:

   • Generate the Tax Exemption Report from the Payments menu.

   • This report includes three fields: First Name, Last Name, and Tax Exemption Code.

   • You can copy or export the report records for further use.