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:
- Use the Other payment method to charge the total amount showing in the Tax line
- In Notes enter "tax exempt #123456" using the actual digits of the tax exempt number
- Click Charge Partial
- Now with tax removed, finish checkout as usual to pay the Outstanding Amount
Example Tax Exemption at Checkout
