Making a Client Tax Exempt
To make a client tax exempt so taxes are automatically removed for that client,
Click on the settings button (icon shown above) on the lead edit screen
Under Tax Exemption Settings, check the tax exempt check box.
(Optional) if you desire that the tax still be calculated for alcohol or liquor tax, check the Apply tax for alcohol/liquor check box.
(Optional) if you desire that the tax still be calculated for the service charge, check the Apply tax for service charge check box.
(Optional) Enter the client's tax ID for your records.
Done! The save will happen automatically.
ℹ️ Note: Tax exemption changes will be automatically applied to all invoices for that client.