Tax Exempt Customers | Voters

Tax Exempt Customers

in progress

Michael Compton

Please provide the ability to make customers tax exempt at the customer level in addition to making quotes tax exempt. We work with a lot of churches and all of their quotes are tax exempt/

December 7, 2020

Kimberly Craven

Merged in a post:

We need to be able to make payment requests Tax Exempt as a a default.

Sandi Di Leo

September 9, 2024

Kimberly Craven

marked this post as

in progress

Great news! We are actively designing functionality to better support your work with tax exempt clients! To ensure that this feature accounts for all of your needs, please take a moment and share your thoughts with us via the short survey linked below!

https://forms.gle/pJX35mY6nrpM4NxF6

Kimberly Craven

Merged in a post:

Marking a Client / account as tax exempt

Mindful Living

Having the client profile have an option to be set to tax exempt so that any future proposal automatically will have taxes turned off.

August 7, 2024

Laura Gallop

Or any other tax type, Out of State, Resale, or a specific City Group Tax.

Ryan Schmidt

marked this post as

under review

Nick - D-Tools Cloud PM

Michael Compton, we have the ability to set a tax of 0% on the quote/proposal itself, but not on a client. A little more manual work, but you can at least work around this for now.

Michael Compton

Nick - D-Tools Cloud PM: Thanks, Nick! That is what we have been doing. Just requesting a feature change to keep it simple.