How to mark a customer as tax exempt

How to mark a customer as tax exempt

Summary

Solatech Focus and DOS users who typically charge sales tax have the ability to mark a customer as tax-exempt.  This article describes how to mark a customer as tax-exempt.

Instructions

      1)  From within the customer record,

      2) place a checkmark in the box to the left of Tax Exempt.
      3) Selecting a reason from the dropdown menu is optional.
      4) Save the customer record.

      5) The customer record will be marked as tax-exempt
      6) If sales tax should apply to the customer in the future, remove the checkmark to the left of tax-exempt, then continue adding sales tax as normal. Save the record once changes have             been completed. 

Note:  If using QuickBooks Online integration, a Reason code will be required before the customer can be exported.

Applies To:

  1. Solatech Focus
  2. Solatech DOS

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