Invoices and Missing Documentation

As stated in LHC PL “Taxable v. Non-taxable Sales,” most resale and interstate invoices require some kind of document attached to prove the sale is not taxable (resale card, interstate certificate, etc.) These documents must be attached to the invoices when they are submitted to Div 3 for stats, in order to be statted as non-taxable sales. It is the salesperson’s responsibility to make sure they get all necessary documents filled out by the customer at the time of the sale and attached to the invoice.

For example, if a sale is for resale, the complete resale card must be attached. If it is an interstate sale (that is not a phone order from someone who lives out of state), then a completed interstate certificate must be attached to the invoice.

If the required document is not complete, or is not attached to the invoice, then the sale will be changed to a taxable sale until the completed document is received. Div 3 will first check with the salesperson in case they have it on their desk somewhere. If not, it is changed to a taxable sale until the salesperson can get the required document. If the sale goes under minimum when tax it taken out, that is how it will be statted to the salesperson. Once the document is received, Div 3 will change the sale back to a non-taxable sale and change the stats accordingly.