QuickBooks POS: Set Customer Tax Exemption – Tax Exempt Customer

 

Today we’re going to tackle on how to assign one of your customers as being Tax Exempt and also walkthrough a sale that is tax exempt.

Let’s start with:

1. Clicking on “Customers List”
   
2. Then select the customer that you wish to set as a Tax Exempt Customer. Click “Edit”.
   
3. On the Customer Profile Window, check the “Tax-Exempt” checkbox. Notice that the “Tax Location” box disappear. Then click “Save”
   
4. When making a sale with a Tax Exempt Customer. Notice that the sale will no longer charge Tax.
   Tip: It’s a good idea to include in your company profile to put their Tax Exemption Certification Number.