---
title: "Set tax exempt status on a customer record"
slug: "set-tax-exempt-status-on-a-customer-record-1"
updated: 2026-10-15T00:27:01Z
published: 2026-10-15T00:27:01Z
canonical: "help.servicetitan.com/set-tax-exempt-status-on-a-customer-record-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set tax exempt status on a customer record

## Overview

If your customer is tax-exempt, set their Customer Record as *Non-Taxable*. This ensures that invoices are properly set as tax-exempt for the customer in ServiceTitan. It also provides more accurate invoicing for customers, so they don't get charged tax.

---

### 

#### **Who uses this feature**

- Administrators and accountants
- Applies to all business types
- Applies to all trades

****Feature configuration****

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- The tax exempt status set on a Customer Record [automatically populates on all Location Records attached to that customer](/construction/docs/sync-tax-exempt-status-on-customer-and-location-records).

## Set a Customer Record as Non-Taxable

1. [Search for](/construction/docs/use-search-in-servicetitan) and open the Customer Record.
2. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-tax-exempt-status-on-a-customer-record-image-vfjkmsg0.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A16Z&se=2026-10-31T01%3A43%3A16Z&sr=c&sp=r&sig=6HtegEMo0xNhL1zfLah9HCvCIi9LIFWcgaH8PeEb6n4%3D) next to the customer's name. ![edit customer record](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-tax-exempt-status-on-a-customer-record-image-nlqj56ng.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A16Z&se=2026-10-31T01%3A43%3A16Z&sr=c&sp=r&sig=6HtegEMo0xNhL1zfLah9HCvCIi9LIFWcgaH8PeEb6n4%3D)
3. Select **Non-Taxable**. ![set customer non-taxable](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-tax-exempt-status-on-a-customer-record-image-9rbxq4pv.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A16Z&se=2026-10-31T01%3A43%3A16Z&sr=c&sp=r&sig=6HtegEMo0xNhL1zfLah9HCvCIi9LIFWcgaH8PeEb6n4%3D)
4. When finished, click **Save**.

## 

## Want to learn more?

- See [Sync tax exempt status on Customer and Location Records](/construction/docs/sync-tax-exempt-status-on-customer-and-location-records)
- See [Customer and Location Records overview](/construction/docs/customer-and-location-records-overview)

The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.

**What it does:** Serves as the single source of truth for all customer interactions, history, and financial data.

**Also called:** Customer account, Client record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A physical service address associated with a customer, containing all jobs, equipment, and history for that property.

**What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site.

**Also called:** Service address, Property record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)