📝 Overview
Tax-exempt status can be applied to individual customer accounts to ensure taxes are not charged on their purchases. This article covers how to add tax-exempt status to both participant and organization accounts, as well as how to filter for tax-exempt sales in your Sales Report.
🛠️ Setup
👤 Adding Tax-Exempt Status: Participants & Contacts
Click the arrow to learn how to set up participant & contact tax-exempt status
Click the arrow to learn how to set up participant & contact tax-exempt status
Navigate to the customer's account.
Click the three-dot menu icon next to Tasks.
Click Add Tax Exempt Status.
Once the status has been applied, it will appear in the upper left corner of the customer's profile.
🏢 Adding Tax-Exempt Status to an Organization Account
Click the arrow to learn how to add tax-exempt status to an organization account
Click the arrow to learn how to add tax-exempt status to an organization account
Navigate to the organization's account.
Scroll to the bottom of the page.
Switch the tax-exempt status drop down from Not Exempt to Exempt.
📊 Reporting
🧾 Sales Report
Click the arrow to learn how to view tax-exempt sales in the Sales Report
Click the arrow to learn how to view tax-exempt sales in the Sales Report
The Sales Report includes a checkbox option that filters results to show only tax-exempt sales. Use this to review or audit transactions for customers with tax-exempt status.