Taxability status can be managed at both the Customer and Order level. You can update it for a single Order or set it at the Customer level, which will apply to all future Estimates and Orders created after the change
Table of Contents
Setting a Customer as Tax Exempt
Navigate to Sales Module / Customers and select the appropriate Customer.
1. Select the Settings tab.
2. Select Yes on Tax Exempt.
a. This information can be updated at any time by clicking on the Edit links.
3. Fill in the Tax Exempt Information.
4. Click Update Tax.
Note: This will make any new Estimates or Orders created for this Customer tax exempt. It will not affect existing Estimates or Orders.
Customer Tax Exempt Reasons
CoreBridge allows you to customize the list of reasons for marking a Customer as tax exempt. When applied, staff can select the appropriate reason, ensuring transparency and visibility for all system users.
Navigate to Management Module / Customers / Tracking
1. Select Tax Exempt Reasons.
2. Type the Reason in the field.
3. Click Add New Reason.
a. Checking this box will require a Reason to be selected when marking a Customer as tax exempt.
b. This saves the requirement preference.
c. Reasons can be updated at any time by clicking Edit.
d. Deactivate or Delete - If a Reason is currently being used on an Order, this will say Deactivate. Otherwise, you will have the Delete option.
Setting Tax Status on an Estimate or Order
The process for setting Tax Status is the same on Estimates or Orders. This article will use an Order as an example.
Navigate to Sales Module / Orders and select the appropriate Order.
1. Click on Tax.
2. Fill in the necessary tax information.
3. Click Update.
Note:This will only affect the tax information for this Order.
Changing the Tax Status on a Completed Order
If you need to change the tax status on an Order that is already marked as Completed or Closed, please see Editing a Completed or Closed Order.