How To: Make a Company Tax Exempt
In TapGoods PRO, users can mark Companies Tax Exempt. When you make a Company Tax Exempt, all Orders created with the Company will beeligible for Tax Exemption. Tax Exemption for Companies is located in Company Details, which are located in Companies.
To grant a Company Tax Exemption, navigate to the Companies page located under Contacts on the platform dashboard.
Click on the Company to navigate to the Company Details page.
Once you have navigated to Company Details, you enable Tax Exemption for the Company. To enable Tax Exemption, follow the steps listed below.
- Click the dropdown arrow next to Tax Exemption.
- Click the toggle next to [Company] is tax exempt.
- Type the Tax Exempt Number into the text field.
- Click Submit.
Once you have granted a Company Tax Exemption Status, you will receive the option to make the Order Tax Exempt when the Company is added to the Order.
To make the Order Tax Exempt, click Yes on the Tax Exemption pop-up.
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