QuickBooks POS: Set Customer Tax Exemption — Tax Exempt Customer

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

Original Article: https://blackrockbusiness.com/quickbooks-pos-set-customer-tax-exemption-tax-exempt-customer/?feed_id=5299&_unique_id=6335afefbcd07

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Peter Eastvold - BlackRock Business
Peter Eastvold - BlackRock Business

Written by Peter Eastvold - BlackRock Business

BlackRock Business is a progressive company centered on helping small and medium businesses alike. We are a proud Intuit Solution Provider (QuickBooks / POS).

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