Syncing tax exempt status on customer and location recordsLast updated on 08/30/2022
How to set the tax exempt status on the customer record
You will set the tax exempt status for customers in the same way you normally would in . However, when you navigate to location records, you will see that the tax exempt status is automatically set.
Navigate to the customer record. You may use the Calls screen or Search screen to search for a customer record.
Click into the desired customer or location record.
Click the Edit Pencil icon on the customer record page.
If the customer is tax exempt, check Non-taxable .
When you are finished, click Save. You also have the option to cancel and discard your changes.
How to view the tax exempt status on location record
The tax exempt status will automatically match the customer record. To view the tax exempt status on the customer record:
Navigate to the location record. You may use the Calls screen or Search screen to search for a location record.
Click into the matching location record.
Click the Edit Pencil on the location record page. Notice that the tag next to the customer name will say Location and will also say Non-Taxable.
With this feature configured for your account, the Non-Taxable checkbox on the location record will be grayed out, and you will not be able to set or change the tax exempt status on the location record.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.