Embedded Files
Post date: Jun 03, 2016 7:17:10 PM
The Tax Certificates function in SMCP was built to facilitate storing customer tax exemption certificates in a more organized way. The idea is that by creating a way to store data related to customer tax exemption you would then be able to create both queries and links to quickly access data. The function is listed as SM Edit Tax Certificates (8) and can be accessed via user permissions as per usual.
For quick access to tax certificates you can also find these within View Customer Information (1090). This will provide a full list of all tax certificates on file for any given customer.
Typically all certificates will be housed within Google Drive in a folder that may be named something as simple as "Tax Exempt Certificates". All individual files will be manually uploaded into this Google Drive folder. After doing so right click on the individual exemption certificate and select "Get shareable link" and copy the aforementioned link. After doing this you'll copy the Google Drive link and copy it into the Document File Link in the Tax Certificate in SMCP.
Upon entering the certificate screen you'll be able to either search and edit a tax certificate or add a new one. It is suggested that when you receive a new tax certificate for a previous customer you will add a new tax certificate rather than edit the previous entry. The reason for this is to store data for future audits. When creating/editing a tax certificate it is important to fill out all fields if possible (there may be instances where this isn't possible so you can always go back and edit at a later date). Being that the certificate will tie into jobs and the customer number it's beneficial to have all of this data represented.
Also of note is that a tax certificate entry should be created for each individual tax certificate that we receive as these will tie into customer information.
Page updated
Google Sites
Report abuse