CoreBridge allows you to customize the reasons listed when setting a customer as tax exempt. This allows your staff to select the reason for setting a customer or order as tax exempt, sharing full visibility to all system users.

How to set Customer Tax Exempt Reasons

  1. Navigate to Management Module > Customers > Tracking > Tax Exempt Reasons.
  2. To make adding a tax-exempt reason Required, check the box, and then click Save Settings.

  3. Enter a new Tax Exempt Reason, and click Add New Reason.

  4. To edit existing reasons, click Edit, make the necessary adjustments, and click Save.

  5. To delete Current Reasons, check the box next to the entries that you wish to remove and click Delete Selected Type.