coreSTORE - Sales: How to setup a customer as tax exempt
In some cases, you can exempt certain customers from sales tax. This might be relevant for non-profit organizations, government agencies, or resellers who hold valid resale certificates. By setting up tax exemptions, you can ensure they aren't charged sales tax during checkout.
It's important to note that tax regulations can vary by location. Always check your local tax laws to ensure you're following the correct procedures for tax-exempt sales.
Edit the customer that you want to setup as tax exempt
Uncheck the taxable checkbox
Enter a Tax Certificate Number
OPTIONAL: You can optionally enter a tax certificate number that is associated with the tax exemption.
It's important to note that tax regulations can vary by location. Always check your local tax laws to ensure you're following the correct procedures for tax-exempt sales.
Edit the customer that you want to setup as tax exempt
Uncheck the taxable checkbox
Enter a Tax Certificate Number
OPTIONAL: You can optionally enter a tax certificate number that is associated with the tax exemption.
Updated on: 04/02/2025
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