What should be done if a tax-exempt form is not provided on a non-direct bill?

When a tax-exempt form is not provided on a non-direct bill, the recommended action is to charge taxes and bring the form to accounting. This approach ensures that the tax obligations are met according to legal requirements, preventing any potential violations or penalties that could arise from failing to charge applicable taxes. By charging taxes initially, the business maintains compliance with tax regulations.

After the fact, submitting the tax-exempt form to accounting allows the organization to process any necessary adjustments or refunds later if the client does indeed qualify for tax exemption. This method upholds transparency and proper financial practices within the organization while accommodating clients who may have valid tax-exempt status.