You may have customers that are exempt from certain taxes. In this article we'll show you how to turn this function on and apply it to applicable customers.
Set Up Exempt Taxes
The first step is selecting what taxes you'd like to be exempt from certain customers. To do so, go into Settings - Taxes, select one of your State taxes and click on the pencil in the top right hand corner to modify.
From there, you should see a screen where you can toggle the exemption to on.
Congrats, you've set it up to remove that tax for any of your exempt customers. Repeat this process for any other taxes that could be exempt.
Designate Exempt Customers
Next we need to navigate over to the Customers page. From here, select the customer that should be exempt from the previously selected tax. Note: This can also be done during the creation of that customer too. If it's an already created customer, after clicking on their name, click the Pencil in the top right hand corner to modify it.
From this screen, all you have to do is turn on the tax exemption setting and make sure to save afterwards.
That's it!!!! Now the next time you create an order for that customer, the selected tax or taxes will no longer be applied.
Can't change tax setting or apply it to a customer
Make sure to check your permissions under user settings to see if you have access.