How to configure tax exemptions?
You can create new tax exemptions for customers and items. E.g. Child care and non-profit organizations are exempt from taxes.
- Click the gear icon on the top right and select the Taxes option.
- Click the drop down arrow just next to the + New Tax button and select the New Tax Exemption option.
- Enter Exemption Reason and Description. Choose the required type (customer or item) and click Save.
Now you can apply tax exemptions to your items, contacts or transactions as you need.