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
- Navigate to Management Module > Customers > Tracking > Tax Exempt Reasons.
- To make adding a tax-exempt reason Required, check the box, and then click Save Settings.
- Enter a new Tax Exempt Reason, and click Add New Reason.
- To edit existing reasons, click Edit, make the necessary adjustments, and click Save.
- To delete Current Reasons, check the box next to the entries that you wish to remove and click Delete Selected Type.
