Note: These options are for Premium and Premium Business users only.
If you are collecting tax (sales tax, VAT, other taxes) for orders shipped to a particular area, you can specify clients who are Tax-Exempt Organizations. These clients will not be taxed or have VAT applied to any order.
To designate a client as a Tax-Exempt Organization, they will need to have their contact information stored in the contact list. The e-mail address in the Contact List will be used to recognize the client who has the Tax-Exempt status. Once the information for the client appears in the contact list, it can be modified to add the Tax-Exempt status.
Applying Tax-Exempt Organization Status
- Under the Organizer/Client Communications, click on Contact List
- When editing the contact information make sure the correct e-mail address of the client who has Tax-Exempt status is entered.
- Check the box that says: Tax-Exempt Organization.
- Then check the box agreeing to the statement of responsibility.
- Click Save