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Tax Exempt Customers & Tax Exempt Reporting
Tax Exempt Customers & Tax Exempt Reporting
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 7 months ago

How It Looks

Adding Tax Exempt Status to a Customer's Account (Participant)

To add tax exempt status for customers built as a participant:

  1. Pull up the customer's account.

  2. Click on the 3 dots next to tasks.

  3. Click "Add Tax Exempt Status".

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Once a customer has been changed to tax exempt status, it will show on the top left of their customer profile.
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Adding Tax Exempt Status to an Organization's Account

To add tax exempt status for customers built as an organization:

  1. Pull up the organization's account.

  2. Scroll down to the bottom.

  3. Switch the tax exempt status from "Not Exempt" to "Exempt".

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Reporting

Sales Report - Tax Exempt Option

For reporting purposes, there is a checkbox on the Sales Report to allow you to solely show tax exempt sales.

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