Tax Exempt Customers
in progress
Kimberly Craven
Merged in a post:
We need to be able to make payment requests Tax Exempt as a a default.
S
Sandi Di Leo
Kimberly Craven
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.
L
Laura Gallop
Or any other tax type, Out of State, Resale, or a specific City Group Tax.
R
Ryan Schmidt
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.
M
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.