How do I indicate that a customer is tax-exempt?

Customers can be set up to be exempt from tax using these methods.

1. • All orders – Use the Tax fields on the General page of Advanced Customer Settings. You can either enable or disable sales tax or national tax.

   • A specific order – Within the Customer page of the current order, click the extra Actions button to select Order Tax Information. From this screen, use the Tax Exemption fields to apply sales tax or national tax. Note that this affects only the customer’s tax status for the current order only and is not a global change.

   • A portion of an order – Create a new tax code for the reduced tax rate using Sales Tax Settings. To apply the reduced tax rate to an order, access the Order Tax Information screen to replace the default tax rate with the reduced tax rate.

   • Zero-out tax on an order – Access the order and on the Customer or Payment page, click the extra Actions button to select Order Tax Information. From this screen, use the Zero Tax Amount fields next to each tax line item to remove tax from the order.

 In order to edit the taxable status for a customer via Advanced Customer Settings or to modify the taxable status for a specific order through Additional Order Detail and Product Full Display Screen, you must have permission via the Change Taxable Settings field in your Create a User/User Group -Sales Security.

To edit tax amounts on open sales orders, you must have permission via the “Edit the calculated sales tax amount on open transactions” setting in your user/user group sales security settings.