ome customers may qualify for tax-exempt status, and PRO Software allows you to easily set up and manage tax exemptions for eligible customers. Follow the steps below to ensure proper configuration.
Steps to Set Up Tax-Exempt Status
- Navigate to the Default Sales Taxes Section
- This is located on the same screen used to edit the Invoice Method and set up Auto-Pay.
- Verify Customer Eligibility
- Always confirm with the customer that they qualify for tax exemption before proceeding.
- Select "No Tax" from the Drop-Down Menu
- Under Default Sales Tax, choose the "No Tax" option.
- Enter Customer's Tax Information (Optional)
- If needed, enter the customer’s Tax ID number or Tax-Exempt Certificate number in the designated field above the Send Invoice Method section.
📌 Note: Keeping accurate records of tax-exempt customers ensures compliance and reduces errors in billing.
Final Thoughts
Setting up a customer as tax-exempt in PRO Software is a simple yet important step for businesses handling tax-exempt sales. By ensuring the correct settings are applied, you can maintain accurate financial records and avoid tax-related issues.