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Tax Exemptions

Tax exemptions apply to purchase transactions when your organization is not required to pay tax due to the nature of the items being purchased or your organization’s status, such as purchases for resale, nonprofit use, or specific exempt goods. These exemptions vary by state, and some counties or cities may have their own rules.

Create Tax Exemptions

Here’s how you can create a tax exemption:

  • Go to Settings in the top right corner of the page.
  • Click Taxes under Taxes & Compliance.
  • Go to the Tax Exemptions pane.
  • Click + New Tax Exemption in the top right corner.
  • In the New Tax Exemption pop-up, enter the following details:
    • Exemption Reason: Enter the reason for the tax exemption.
    • Description: Provide description, if necessary.
  • Click Save.

Bulk Create Tax Exemptions

If your business deals with multiple tax exemptions, instead of creating them individually, you can save time by bulk creating the required tax exemptions. Here’s how:

  • Go to Settings in the top right corner of the page.
  • Click Taxes under Taxes & Compliance.
  • Go to the Tax Exemptions pane.
  • Click the dropdown next to + New Tax Exemption and select Bulk Create Tax Exemptions.
  • Enter the following details:
    • Exemption Reason: Enter the reason for the tax exemption.
    • Description: Provide description, if necessary.
  • Click + New Exemption Reason to add more tax exemptions.
  • Click x next to the tax exemption you’ve added to remove it.
  • Click Save.

Delete Tax Exemptions

Here’s how you can delete a tax exemption:

  • Go to Settings in the top right corner of the page.
  • Click Taxes under Taxes & Compliance.
  • Go to the Tax Exemptions pane.
  • Hover over the tax exemption you want to delete and click the Delete icon.
  • Confirm your action by clicking OK in the pop-up.

You can also delete the tax exemptions in bulk. Here’s how:

  • Go to Settings in the top right corner of the page.
  • Click Taxes under Taxes & Compliance.
  • Go to the Tax Exemptions pane.
  • Select the tax exemptions you want to delete and click Delete in the top pane.
  • Confirm your action by clicking OK in the pop-up.
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