OPSCOM supports **Tax Exemption Codes** for users, allowing the system to automatically waive applicable taxes during their purchases of items like permits, violations, and lockers. This feature ensures accurate billing for tax-exempt individuals or organizations and simplifies compliance with specific tax regulations.
### Using this Feature 1. Locate the user you wish to edit/update by [searching](https://opscom.wiki/books/the-opscom-admin-portal/page/user-search). 2. Click on the **Username** from the search results, and their [**User Profile Landing Page**](https://opscom.wiki/books/the-opscom-admin-portal/page/user-profile-overview) will display. 3. Confirm that the name of the user displayed at the top right-hand corner of the page matches the user whose account you intend to modify. 4. Click the **Edit** button on the **Basic Profile Information** bar, or click the **Profile** dropdown menu and select **Edit Profile Information**. ##### Adding or Updating a Tax Exemption Code 1. On the **Edit User Profile** screen, locate the **Tax Exemption Code** field. 2. Enter or update the alphanumeric tax exemption code in this field. 3. Click **Submit Profile Information**. 4. On the subsequent confirmation screen, click **Information Correct** to save the changes to the user's profile. ##### Verifying the Tax Exemption Code The **Tax Exemption Code** is displayed in the **Profile Overview** window on the user's profile landing page for easy reference, allowing administrators to quickly verify its presence. ##### Tax-Free Transactions When a user with a valid tax exemption code on their profile proceeds to purchase items (such as a permit), applicable taxes will **not** appear as a line item on the payment or confirmation page. The system automatically waives these taxes. ##### Generating the Tax Exemption Report Administrators can generate a report to view all users with active tax exemption codes. 1. Generate the **Tax Exemption Report** from the **Payments** menu. 2. This report includes three key fields: **First Name**, **Last Name**, and **Tax Exemption Code**. 3. You can print or export the report records for further use, such as auditing or external reporting. --- ### Best Practices & Considerations - **Accuracy is Crucial**: Ensure that tax exemption codes are accurately entered and validated against official documentation to maintain compliance and prevent incorrect billing. - **Internal Verification**: Establish clear internal procedures for verifying a user's eligibility for tax exemption before entering a code on their profile. - **Compliance**: Understand your organization's tax compliance requirements and how this feature integrates with your overall financial processes. - **Reporting and Auditing**: Regularly run and review the **Tax Exemption Report** for auditing purposes, ensuring that all tax-exempt transactions are correctly accounted for and supported. - **User Communication**: Clearly communicate tax exemption policies to eligible users.