Tax Specification on the Account

A customer may be deemed to be subject to taxes or not. If a customer claims to be exempt from taxation, then they should provide documentation supporting the claim.

In general, choose Yes for Taxable. Choose No for Taxable if the supporting documentation is supplied.

Choosing No means that no sale to the Account will be taxed.

An Account may be subject to taxes in general, but be exempt from a specific tax. This is managed using the Account Tax Exemptions tab.