---
title: "Set tax exempt status on a customer record"
slug: "set-tax-exempt-status-on-a-customer-record"
updated: 2026-04-25T01:40:31Z
published: 2026-04-25T01:40:31Z
---

> ## 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](/v1/docs/sync-tax-exempt-status-on-customer-and-location-records).

## Set a Customer Record as Non-Taxable

1. [Search for](/v1/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) 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)
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)
4. When finished, click **Save**.

## 

## Want to learn more?

- See [Sync tax exempt status on Customer and Location Records](/v1/docs/sync-tax-exempt-status-on-customer-and-location-records)
- See [Customer and Location Records overview](/v1/docs/customer-and-location-records-overview)