You can manage tax exemptions in the system at either the customer or property level (exempting all services for a specific property) or the service level (exempting specific individual services while keeping others taxable).
1. Customer / Property-Level Tax Exemption
To exempt a customer completely from being charged sales tax on their property:
- Navigate to the Property Profile
Search for and open the specific account, then navigate to the Properties Profile page. - Locate the Sales Tax Area Setting
Find the Sales Tax Area dropdown menu within the property details section. - Remove the Sales Tax Area
Make sure no options are selected in the dropdown. - Save Changes
Click Save at the bottom of the Properties Profile to apply the update. All future billing for this property will exclude sales tax.
2. Service-Level Tax Exemption
If a customer is generally taxable, but a specific service offering should not carry sales tax, you can set exemption at the individual service level.
- Set Up the Service
When creating or setting up a new service, locate the Tax Exempt setting. - Enable Tax Exemption
Change the Tax Exempt setting to Yes. This excludes the sales tax calculation whenever this specific service is billed.
Important: The Tax Exempt option on a service is not editable after the service is created. Ensure this is set correctly when the service is first added.
Key Behaviors & Best Practices
- Itemized Invoicing: If an invoice is created with multiple services, the system will apply sales tax on a line-item basis. Services marked as tax exempt will not incur â€sales tax, while non-exempt services on the same invoice will remain taxable.