INVOICES
Sales tax and tax-exempt customers
Set a tax rate on any invoice or quote, choose which lines are taxable, and mark customers with an exemption certificate so tax is removed and the certificate is printed.
Steps
Open the customer and choose Edit customer, then open Address, preferences & notes (optional).
Under Sales tax exemption, tick Tax exempt — this customer gave me an exemption certificate.
Choose the Certificate type (for example a Material Purchase Certificate (MPC, Mississippi) or a Resale certificate), enter the Certificate number and, if it has one, the Expires date.
Choose Save customer. New invoices and quotes for this customer remove tax and print the certificate number.
Charging sales tax on an invoice or quote
In the Items step, tick Taxable on each line that should be taxed.
Open Discount, tax & extra charges and enter your tax rate as a percent, or choose No tax.
Optionally type the tax name to print, for example “MS Sales Tax”.