Setting Up Tax Exempt Customers

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Setting Up Tax Exempt Customers

To set up customers so that they have tax exempt status at the time of sale:

 

1.Open the Customer Manager by pressing the Customer button on the Toolbar.

 

2.Select the customer who has tax exempt status and press the Modify button.  

 

3.Click on the Misc tab.

 

4.Type in the customer's tax-exempt ID number in the Tax Exempt ID box.  

 

Note: If the tax-exempt ID box has any characters in it the customer will not be charged tax at the time of the sale.  Each customer can be assigned a Tax Exempt Number that will automatically zero out the sales tax on any taxable items on the Sales Screen.