Using Tax Exemption

OPSCOMThe supports Tax Exemption Codesfeature forallows users, allowing the systemadministrators to apply specific exemption codes to user profiles, automatically waivewaiving applicable taxes during theirthe purchasespurchase of items likesuch as permits, violations, and lockers. ThisIts featureprimary ensurespurpose is to ensure accurate billing for tax-exempt individuals or organizations and simplifiesto simplify compliance with specific financial regulations. This article is intended for OPS-COM administrators responsible for managing user profiles and accounting settings.

Setup and Configuration

This feature does not require global system configuration but must be manually applied to eligible user profiles.

Admin Side: Administrators must locate the user profile and manually input the approved tax regulations.exemption code provided by the user or organization.

User Side: Users do not configure this setting themselves. Once a valid code is applied to their profile by an administrator, the system automatically waives taxes during their checkout process on the user portal.

Using this Feature

Administrators

1. Locatecan use the userfollowing you wishinstructions to edit/updateapply by searching.
tax
2. Clickexemption oncodes the Username fromto thea searchprofile, results,verify their presence, and their Usergenerate Profileauditing Landingreports.
   Page 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

   Locate the user you wish to modify using the administrative search tools.

2. Click the Username from the search results to access their User Profile Overview.

3. Click the Edit Userbutton on the Basic Profile Information bar, or click the Profile screen,drop-down locatemenu and choose Edit Profile Information.

4. Locate the Tax Exemption Code field.field on the Edit User Profile screen.

5. Enter or update the alphanumeric tax exemption code in this field.

6. Click the Submit Profile Information. button.

7. On

   Click the subsequent confirmation screen, click Information Correct button on the confirmation screen to save the changes to the user's profile.

Verifying the Tax Exemption Code

The Taxactive Exemptiontax Codeexemption code is displayed directly in the Profile Overview window on the user's profileUser landingProfile pageLanding Page for easy reference,reference. allowingThis allows administrators to quickly verify its presence.presence without having to enter edit mode.

Tax-Free Transactions

When a user with a valid tax exemption code on their profile proceeds to purchase items (such as a permit),items, applicable taxes will not appear as a line item on the payment or confirmation page. The system automatically waives these taxes.taxes at checkout.

Generating the Tax Exemption Report

Administrators can generate a report to view all users with active tax exemption codes.

1. Generate

   Hover over the main menu, click Payments, and choose Tax Exemption Report.

   from

2. Review the Paymentsgenerated menu.

list,
3. This reportwhich includes threethe keyuser's fields: First Name,Name, Last Name,Name, and Tax Exemption Code.Code.

4. You can

   Use the available export or print orfunctions exportto extract the report records for further use, such as auditing or external reporting.auditing.

---

Best Practices &and Considerations

• AccuracyEnsure isdata Crucialaccuracy:: Ensure that tax exemption codes are accurately entered and validated against official documentationdocumentation. toVerifying maintainthe exact code maintains financial compliance and preventprevents incorrect billing.

• InternalEstablish Verificationinternal verification protocols:: Establish clear internal procedures for verifying a user's eligibility for tax exemption before entering a code on their profile.

• ComplianceAudit records frequently:: 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,purposes. ensuringRoutine checks ensure that all tax-exempt transactions happening on your platform are correctly accounted for and supported.supported by your organization.

• UserCommunicate Communicationpolicies clearly:: Clearly communicate your organization's tax exemption policies to eligible users. Ensure they understand how to submit their proof of exemption to administrators so it can be added to their profile before they attempt to make a purchase.