- EBMS Knowledge Base
- Sales
- Sales and Use Tax
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Use Tax Exempt
All items that are purchased on a sale that includes sales tax are exempt from use tax. Any perpetual inventory that is purchased on an expense invoice that includes a sales tax value within the footer is considered use tax exempt.
Perpetual inventory must be enabled, and the product must be classified as Track Count, Serialized, Lots, or any other perpetual classification. Some products sold using a FIFO method may be exempt and other products on the same sales line may be subject to use tax.
The following methods may also be used to make a consumed item exempt from use tax:
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Customer is tax exempt: Review Configuring a Tax Exempt Customer to configure a customer as tax exempt.
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Job is tax exempt: Review Configuring Use Tax for a Job for setup instructions.
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Product is tax exempt: Review Inventory Tax Groups to create product exempt groups.