Change a Customer's Tax Exempt Status

To indicate in the customer record if they are exempt from a sales tax:

1. Open the Taxes tab in the customer record.
   How?

   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
   3. Select a customer from the list and click OK.
   4. Click the Taxes tab.
2. Click the Tax Exempt column to change the tax exempt status.
3. In the Tax ID column, enter the tax ID for the exempt status. This number will be printed on the customer invoice. For example, if you do business in British Columbia, enter your customer's PST registration number.
4. Click Save and Close.
5. If you are using a Sage 50 Form invoice that you have created or modified, make sure the option to print the tax information is selected in the Sage 50 Forms Designer.

Published: June 12, 2018
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