Customers - Customer Tax Exempt

This setting allows you to establish customers as tax-exempt at the customer, business account or availability group level. Tax-exempt customers are not charged sales tax during checkout.

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Customer Tax Exempt

Customers can be designated as Tax Exempt in a number of ways.

When a new customer is added, you can click the Tax Exempt box while entering the customer’s information.

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You can also establish an existing customer as tax exempt by editing the customer’s information from the Customer Dashboard. Just click the Edit link next to Customer Info, and then click the Tax Exempt box when the Edit Customer Info box opens.

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Business Account Tax Exempt

A business can be designated as Tax Exempt in similar ways as customers.

When a new business account is added, you can click the Tax Exempt box. Or you can click the box after a business is already established by clicking the business name in the Business Accounts batch list, and then clicking the Tax Exempt box.

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Availability Group Tax Exempt

An Availability Group can be designated as Tax Exempt in roughly the same way as Business Accounts.

When you add a new Availability Group, you can click the Tax Exempt box. Or, you can click the box after the group is already established by clicking the group name in the Availability Groups batch list, and then clicking the Tax Exempt box.

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