To mark a customer as tax excempt:
- From Manage, go to Customers
- Search the customer by name, company, or email and click on Edit Pencil Icon
- From Tax Exempt Tab, select Yes for Tax Exempt
- Specify a TAX ID and Expires On date.
Tax Exempt Status Expires On
Customer is Tax Exempted only if "Tax Exempt" is set to "Yes" and the "Expires On" date is in future. If that Tax ID has expired, the customer is no longer considered tax exempt.