Customer Tax Settings


Tax Settings on the Customer card, History tab, help you automate sales tax collection.

Depending on your needs, you might use only Tax Status to record local rates for your combined report of one state, or you may need TaxJar to help calculate in many states.

Settings include Tax Status, Resale Number, a Tax Exempt checkbox, Exemption Type, Exempt States, and Exempt Expiry with a checkbox on top for No Expiry.








Related:

Next: Resale Number

  Chapter 177 Tax Exempt

Return to Help