How to mark a customer as tax exempt

How to mark a customer as tax exempt

Summary

Solatech Focus and DOS users who typically charge sales tax have the ability to mark a customer as tax-exempt.  This article describes how to mark a customer as tax-exempt.

Instructions

  1. From within the customer record, place a checkmark in the box to the left of Tax Exempt.
  2. Selecting a reason from the dropdown menu is optional.
  3. Save the customer record.

  4. The customer record will be marked as tax-exempt
  5. If sales tax should apply to the customer in the future, remove the checkmark to the left of tax-exempt, then continue adding sales tax as normal. Save the record once changes have been completed. 

Note:  If using QuickBooks Online integration, a Reason code will be required before the customer can be exported.

Applies To:

  1. Solatech Focus
  2. Solatech DOS

    • Related Articles

    • How to configure SWCS for Canada HST tax

      Summary This article explains how to setup the Solatech Window Covering Software for Canada HST tax. More Information In order to setup SWCS to use HST tax you must be running version 4.2.364 or higher of the Solatech Window Covering Software. ...

    • How to require tax code, lead source, terms and/or installer when creating a new customer

      Summary Account Administrators can choose to have certain fields required when a new customer is created. This knowledge base article describes how to set up this requirement.  Instructions While logged in as an Account Administrator, click Admin ...

    • Creating a Customer

      More Information These navigation and entry instructions may not be the only way to complete the desired task.  For more in-depth explanations, any related articles will follow the instructions as links. Steps From Home tab, click drop-down arrow ...

    • How to change customer terms, sales tax rates and lead sources

      Summary An Account Administrator has the ability to change items that are found in lists for their account.  This knowledge base articles contains instructions for locating and modifying these items Instructions From within Focus, click Admin from ...

    • Setting up Customer Email Templates

      Summary Solatech allows users to set up personalized email templates that can be sent to customers from within the system.  Templates to send to users (Sales Reps and Installers) can also be created.  This knowledge base articles provide instructions ...