Make a client tax exempt
Schools, churches and nonprofits often pay no sales tax. Keep their certificate on file, privately.
ClientsA clientTax
Open Clients
When a client gives you a tax-exempt certificate, mark them exempt once. Their bookings have no tax, and their invoices say Tax exempt with the certificate number.
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1
Open the client
In the menu, tap Clients and open the client.
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2
Open their Tax card
Under Tax, tap Change.
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3
Turn it on
Turn on Tax exempt, and type why, like Nonprofit, and the Certificate number.
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4
Add the certificate
Tap Certificate and pick the PDF or a photo of it. Then tap Save.