Watch this video or read through the article. Your Choice!
Hey there! In this short article, we’re going to show you how to set up Tax Exempt status for a customer. Alright, let’s get into it.
First, head over to the Customer Hub from your sidebar.
Find the customer you want to update and click on their profile.
Once you’re in, hit Edit Customer — it’s right between “New Quote” and “Archive.”
Scroll down a little, and there it is: the Tax Exempt checkbox! Go ahead and check it!
You’ll see a note — just a heads-up that tax exemption only applies to future Quotes and Orders. Past ones? Those stay as they are.
Next up: a few important fields. Sales Tax ID Number — this part’s key. Make sure you enter a valid one so the exemption is legit.
Then, under Tax Exempt Options, you’ve got two choices:
Other: for organizations like schools, churches, and non-profits, and Resale: for businesses buying to resell. Pick the one that fits your customer.
*Remember, a reseller permit is NOT the same thing as the reseller's certificate.
Almost done! You’ll need to upload their tax-exempt or resale certificate. This helps the Admin team verify and approve it.
*Remember, a reseller permit is NOT the same thing as the reseller's certificate.
For reference, here's an example of what a Resale Certificate looks like.
And this is the Sales Tax Exemption Certificate.
Once you’ve filled everything out, don’t forget to hit Save.
Now check this out — the customer’s profile will update instantly, and you’ll see a green “Tax Exempt” label next to the customer's name. Easy!
And that’s it! You’ve just made your customer tax-exempt in Appliance.io — all set for future orders. Thanks for reading, and we’ll see you in the next one!