Mark Customers Tax Exempt

Marking a customer as tax exempt in ServiceCore prevents sales tax from being applied to their invoices. This is helpful for customers who qualify for tax exemption, such as government entities or nonprofits, and supports accurate billing and reporting.

Before You Start

Here are a few things to know before you continue:

• Marking a customer as tax exempt prevents sales tax from being applied to future invoices.
• To see if you have user permissions to mark customers as tax exempt, please review this article.

Mark a Customer as Tax Exempt

You can mark a customer as tax exempt when adding a new customer or by editing an existing customer.

To mark an existing customer as tax exempt:

1. Click on the Customers tab on the top-left.
2. Search and find the customer.

3. Click the “Edit Customer” icon in line with the customer.

   
   
    

4. Scroll to the Billing section.

   
   
    

5. Select “Tax Exempt” for Default Tax Code.

   
   
    

6. Select a Tax Exemption Reason.

7. Enter Exemption Details. (e.g. Non-Profit Org)

   
   
    

8. Scroll to the bottom of the page and click “Close” to save.

After saving, sales tax will not be applied to new invoices for this customer.
 

TIP: Mark customers as tax exempt when adding them if you already know their exemption status.

 

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!