Updated 12/31/2020

You may have customers that are exempt from certain taxes. In this article, we will show you how to turn on Tax Exemption and apply it to applicable customers.

Create Exempt Taxes

  1. Click on the “Settings” icon on the left side of the window.

  2. Click “Taxes.”

  3. Select the Tax you would like to make exempt for certain customers.

  4. In the top right corner, click the “Pencil” icon to edit your Tax.

5. Toggle on “Exclude for Tax Exempt Customers.”

6. Make sure to “Save & Close.”

Add Tax Exemption to Customer Profile

Next, we need to navigate over to the “Customers” page. From here, select the customer that should be exempt from the previously selected tax.

You can set a customer as Tax Exempt during the creation of that customer. Or, if the customer has already been created, after selecting their name, click the “Pencil” icon on the top right-hand corner to edit the profile.

From here, please toggle on the “Tax Exemption” setting in the Status section and make sure to "Save & Close."

Now the next time you create an order for that customer, the selected tax or taxes will no longer be applied.

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