No Tax items for Taxable Customers

Some items may be non-taxable for a customer who is normally taxed, like a farmer.  Individual items or entire item classes can be marked as non-taxable.  

 

Open the customer's AR file, and click Pricing Discounts on the Settings tab.

 

The Mod Sales Tax option allows you to select the taxation to apply from your customer tax types. 

 

Select the non-taxed customer type to

automatically omits items from the sales tax calculation during the sales process for this customer for the items or classes indicated.  If this option is selected, indicate the appropriate tax category for the item’s sale.  As usual, appropriate customer documentation should be maintained to substantiate the item’s non-tax status.  Discounts on the items may or may not be included as appropriate.