All Collections
CRM
Customer Pricing
How do I tax exempt a customer?
How do I tax exempt a customer?
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

You can set a customer as tax-exempt by entering a tax exemption number under the Pricing Options section within the customer's profile page.  Once the exemption number has been saved, the customer will be tax-exempt from the selected tax rate.  If you have multiple Tax Rates, you will be able to choose which tax rate to exempt them from!

Did this answer your question?