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