--- title: "Sync tax exempt status on customer and location records" slug: "sync-tax-exempt-status-on-customer-and-location-records" tags: ["Area - Customer and Location", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-07-11T00:44:30Z published: 2026-07-11T00:44:30Z canonical: "help.servicetitan.com/sync-tax-exempt-status-on-customer-and-location-records" stale: true --- > ## 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. # Sync tax exempt status on customer and location records ## ## Overview The tax exempt status set on a Customer Record automatically populates on all Location Records attached to that customer. This enhances the accuracy of your location records and reduces accounting errors. --- ### #### **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. ## ## Set a customer record as Non-Taxable Set tax exempt status for customers [the same way you normally would](/v1/docs/set-tax-exempt-status-on-a-customer-record): > [!NOTE] > **Note:** You're only able to set tax exempt status on customer records (not on locations records). When you go the location record attached to a tax exempt customer, you see the tax exempt status is automatically set. 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/sync-tax-exempt-status-on-customer-and-location-records-image-ao89rfze.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A23%3A50Z&se=2026-10-12T22%3A23%3A50Z&sr=c&sp=r&sig=G7hY8gj1lFMMwWq2TSgRYeUXZs5TJTGR313mZKzyVXw%3D)** next to the customer's name. ![edit customer record](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sync-tax-exempt-status-on-customer-and-location-records-image-t1s9r6cz.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A23%3A50Z&se=2026-10-12T22%3A23%3A50Z&sr=c&sp=r&sig=G7hY8gj1lFMMwWq2TSgRYeUXZs5TJTGR313mZKzyVXw%3D) 3. Select **Non-taxable**. ![ser customer as non-taxable](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sync-tax-exempt-status-on-customer-and-location-records-image-ualeo175.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A23%3A50Z&se=2026-10-12T22%3A23%3A50Z&sr=c&sp=r&sig=G7hY8gj1lFMMwWq2TSgRYeUXZs5TJTGR313mZKzyVXw%3D) 4. When you're finished, click **Save**. ## ## View tax exempt status on a location record Tax exempt status for location records automatically matches the customer record they're attached to. To view the tax exempt status on the location record: 1. [Search for](/v1/docs/use-search-in-servicetitan) and open the location record. 2. Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sync-tax-exempt-status-on-customer-and-location-records-image-c83qhvoc.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A23%3A50Z&se=2026-10-12T22%3A23%3A50Z&sr=c&sp=r&sig=G7hY8gj1lFMMwWq2TSgRYeUXZs5TJTGR313mZKzyVXw%3D)** next to the location name. ![edit location record](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sync-tax-exempt-status-on-customer-and-location-records-image-y6qeu59a.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A23%3A50Z&se=2026-10-12T22%3A23%3A50Z&sr=c&sp=r&sig=G7hY8gj1lFMMwWq2TSgRYeUXZs5TJTGR313mZKzyVXw%3D) 3. You see the *Non-Taxable* checkbox on the location record is grayed out and inherited from the customer record. You aren't able to set or change the tax exempt status on the location record. > [!NOTE] > Note: If you want to make changes to the tax exempt status, you can do so on the customer record. ![non-taxable checkbox](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sync-tax-exempt-status-on-customer-and-location-records-image-wwd3skz4.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A23%3A50Z&se=2026-10-12T22%3A23%3A50Z&sr=c&sp=r&sig=G7hY8gj1lFMMwWq2TSgRYeUXZs5TJTGR313mZKzyVXw%3D) ## ## Want to learn more? - See [Set tax exempt status on a Customer Record](/v1/docs/set-tax-exempt-status-on-a-customer-record) - See [Customer and Location Records overview](/v1/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)