How to Add an Exemption to an Account

Created by Heather Zeh, Modified on Mon, 08 Aug 2022 at 10:57 AM by Heather Zeh

1. Click on the Account tab and choose Exemptions from the options

2. Click on the Detail tab

3. Click the New button

4. Enter the Year for the Exemption and choose the Exemption Type

5. Click Select All or click on the Units to be Exempt

6. Enter today's date as the Certified Date and click the Save button

7. Verify the Exemption is on the Account in the Account