Sync tax exempt status on customer and location recordsLast updated on 03/29/2023
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.
Set a customer record as Non-Taxable
Set tax exempt status for customers the same way you normally would:
Remember: 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.
Search for and open the customer record.
Click Edit next to the customer's name.
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:
Search for and open the location record.
Click Edit next to the location name.
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.
Remember: If you want to make changes to the tax exempt status, you can do so on the customer 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.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.