How to set up a tax-exempt customer (exemption certificate)
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The written steps below already work. Come back to watch it.
How to set up a tax-exempt customer (exemption certificate). A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Sales tax and press Add certificate (or open Add certificate).
- Choose the Customer, enter the Certificate #, the Type (for example Florida Annual Resale Certificate (DR-13) or Government Entity), Issued, Expires, and attach the Certificate file.
- Keep Status on Valid and save.
Tip
From then on, new invoices for that customer are issued without tax and show Exempt with the certificate number. A certificate only counts while its status is Valid and its expiry date has not passed: when it expires the Exemption certificates table shows Expired and tax is charged again. Existing invoices are not changed.