Exempt States

Exempt States limits an Exempt customer to specific States. For example, a Wholesale customer would be marked Exempt and list their Exempt States, where they have a resale certificate or license. If you leave Exempt States blank the customer will be Exempt for all states, which might be the case for a Government customer.

This Solution provides details. (6856)

This feature works with TaxJar Connect to not apply sales tax on Quotes, Orders, and Invoices when the Shipping State is in this list.

To set Exempt States on a Customer card:
1. Click the Exempt checkbox
2. Enter State abbreviations in Exempt States
3. Click OK to save changes to the Customer card


TaxJar Reports

  TaxJar Report

  Chapter 41 TaxJar Connect

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