If a client has a tax exempt number that they wish to use to avoid paying sales tax, the following steps should be taken to correctly remove the tax:

  1. Use the Other payment method to charge the total amount showing in the Tax line

  2. In Notes enter "tax exempt #123456" using the actual digits of the tax exempt number

  3. Click Charge Partial

  4. Now with tax removed, finish checkout as usual to pay the Outstanding Amount

Example Tax Exemption at Checkout

taxexempt.gif
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