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Removing Sales Tax

 How do you remove sales tax from an invoice once the customer provides a tax exempt certificate?

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Hi there! Thanks for visiting the CoreBridge Support Forum!

It's actually pretty easy to remove sales tax from an invoice! Here's a quick guide:

  1. Navigate to the Order View of the invoice in question.
  2. On the left-hand side, under the Order Totals section, you'll see a button for "Tax" in green. Click on that.
  3. You should see a check box for Make Tax Exempt: Yes / No. Click the circle for Yes.
  4. Enter the necessary tax form information to make the order tax exempt and remove Sales tax from the invoice total. 
Please let me know if you have any other questions!

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