Set tax exempt status on a customer recordLast updated on 04/19/2023
If your customer is tax exempt, you can set their record as Non-Taxable in ServiceTitan.
Things to know
The tax exempt status set on a customer record automatically populates on all location records attached to that customer.
Set a customer record as Non-Taxable
Search for and open the customer record.
Click Edit
next to the customer's name.Select Non-Taxable.
When you're finished, click Save.
next to the customer's name.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
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