Accounts Payable

Sales taxes should not be charged on purchases in any states that we have an exemption. The list of exempt states can be reviewed here.

If a tax amount of $5.00 or more has been charged, the cardholder should do the following:

1. 1. Call the vendor to discuss the charge and resolution options.
   2. Reconcile the transaction
      • The receipt and any emails that document the charge and the steps taken by the cardholder to resolve the taxes should be included
      • Comments can also be added to the entry to aide approvers
   3. If a credit is provided by the vendor, reconcile the credit making sure to use the same index and expense type.
      • For non-travel expenses, users should not wait for the credit before submitting their monthly expense report. The credit can be included on a future monthly report.
      • For travel expenses, users should wait for the credit and submit it in the same travel report with all other event expenses.