How to set up a tax-exempt customer
1. Open the dropdown menu and select Customers
2. Locate the customer account you would like to make tax-exempt and select their email address to open their profile
3. Check off the Tax Exempt checkbox in the bottom right corner of the page (see below)
4. Enter the tax-exempt Entity Name and Certificate Number into the appropriate fields in the bottom right corner of the page (see below)
5. Save your changes
- Once the changes are saved, this customer will not be subject to any taxes when placing or updating their orders.
- Before placing a tax-exempt order, customers will have to agree to the following statement by checking off a checkbox next to it:
"I confirm that this purchase is for tax-exempt purposes"
- When processing tax-exempt orders, no tax will be added to the order before charging it on the Cashier page.
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