How to record a tax-exemption certificate for a customer

Name: Arkon One: How to record a tax-exemption certificate for a customer
Duration: 51 s
Description: How to record a tax-exemption certificate for a customer. A step-by-step walkthrough of the screens, buttons and fields involved.

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How to record a tax-exemption certificate for a customer. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open the customer and go to the Tax-exempt certificates tab.
Press New tax-exempt certificate.
Enter Certificate # (required), Type (Florida Annual Resale Certificate DR-13, Consumer's Certificate of Exemption DR-14, Government Entity or Direct Pay Permit), Issued and Expires, and set Status to Valid.
Press Save. You can attach the certificate file.

Tip

Only Owner / Administrator, Office Manager and Accounts & Billing can add certificates. All certificates are listed under Tax-exempt certificates.

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