Customer tax exemption expiration date inquiry

  • 9 June 2023
  • 1 reply

Userlevel 1

Good afternoon,


New to Acumatica...trying to set things up.


Is there an expiration date field available in the Acumatica screens for tax exemptions on a customer level?  Or do you usually just use your tax service for such case?


Looking to set up our customers maintenance screens to have an expiration date on their exemption forms so we can obtain an updated one when the time comes...but not sure where that would be located.

1 reply

Userlevel 7
Badge +16

Hi @rfrantz 

There is nothing out of the box to define expiration date. You could create a User Defined field and mark it required for the Tax Expiration date:



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