Helping your customers enjoy their tax-exempt status doesn’t have to be a headache. Follow these straightforward steps, and you’ll have everything set up in no time. Remember, only Super Admins can handle this task, so let’s get started!
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Cut Right to the Video! 📹
CLICK HERE!!!
CLICK HERE!!!
Head to the Customer Page 🚀
Open the Customers page in Appliance.io. Use the Search bar to find your customer’s profile and click on their name to open the Customer Details page.
🔎 Can’t Find Them? That’s okay! Just add them as a new customer and proceed.
Click "Edit Customer" 🛠️
On the Customer Details page, click the Edit Customer button. This is where you’ll make all the changes to enable tax exemption.
Check the Tax-Exempt Box ✔️
Scroll down until you see the Tax Exempt checkbox. Check the box to activate it. You’re officially starting the tax-exempt process!
Pop in the Sales Tax ID 🧾
Enter the Sales Tax ID Number provided by the customer. This is an essential step to make the tax exemption valid.
Choose the Type of Tax Exemption 🏷️
Under Tax Exempt Options, choose the category that best fits the customer:
Resale: For customers who are purchasing items to resell.
Other: For schools, churches, and other nonprofit organizations.
Upload the Proof 📸📂
Click Choose File and upload a copy of the tax exemption document (PDF or image, up to 15MB). Double-check the document before uploading, as only Super Admins can approve it.
Voilà! You’re Done 🎉
Once all the details are in, hit Save. The system will automatically update, and the customer’s profile will now display a green Tax Exempt label under their Billing Information.
⚠️ Heads-Up: If any quotes or orders were created before completing this process, you’ll need to start fresh to make them tax-free. Unfortunately, once tax is applied, there’s no going back. Clean slates only!
