Tax Exempt Status
As a general rule, the software will automatically apply tax to any invoices or setup fees if an automatic tax rate is attached to the Unit Type a customer is renting. If a specific customer is tax exempt and you do not want to apply taxes to their invoices, you can mark their customer profile as Tax Exempt by following the instructions below.
Mark a customer as Tax Exempt
Find the tenant and, at the top of the profile, click Edit Profile.
At the bottom of the page, under Notes, check the box that says Tax Exempt?.
Click Update Customer at the bottom of the page to save your changes.
View Tax Exempt customers
You can see which customers are marked as Tax Exempt by navigating to Customers > All Customers.
Select Tax Exempt from the Status dropdown menu and then click Search.