This is a guide to tax-exempt features in Appliance.io

Any customer can be set up as tax-exempt.

Only the Super Admin can edit Tax exempt info.

If any quotes or orders were created before completing this process they will need to be rewritten or returned in order to properly price items without tax.

There is no way to edit an existing quote or order to remove the tax.

Start by navigating to the customer's page.

Search for the customer.

Click the customer name from the results to open the customer details page.

If no results show the customer may not yet be in the customer records. Add them now if that is the case.

Select the Edit Customer button.

The page will change to the edit page.

Near the bottom of the page on the left-hand side is the tax-exempt check box.

Select it.

The sales Tax ID number is provided by the customer.

The tax-exempt options include Other and Resale

Resale is a very specific type and all other customers will fall in the “other” category.

An image of the physical Tax Form must be uploaded. This feature cannot verify these for authenticity so be sure to do so before uploading. This is the reason only SuperAdmins can access this feature.

Then Save.

This customer will qualify for tax-exempt quotes.

The page will close automatically.

The tax-exempt icon will be visible next to the customer's name in the billing information.

If any quotes or orders were created before completing this process they will need to be rewritten or returned in order to properly price items without tax.

There is no way to edit an existing quote or order to remove the tax.

Did this answer your question?