Change a Customer's Tax Exempt Status

To indicate in the customer record if they are exempt from a sales tax:

1. Open the Taxes tab in the customer record.
   How?

   1. In the Home window, click the Customers icon.
   2. Double-click the customer's name in the list to open their customer record.
   3. Click the Taxes tab.
2. Click the Tax Exempt column to change the tax exempt status.
3. In the Tax ID column, enter the tax ID for the exempt status. This number will be printed on the customer invoice. For example, if you do business in British Columbia, enter your customer's PST registration number.
4. Click Save and Close.

Published: June 19, 2017
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