Create a tax exemption certificate

Create a tax exemption certificate when an eligible customer must not be charged tax in a selected state. Select Menu, then select Accounting > Settings.

Before you begin

The customer must have a U.S. tax registration. You also need the applicable state, certificate number, and certificate dates.

Create a tax exemption certificate

1. Select Menu, then select Accounting > Settings.
2. On the Taxes card, select Tax exemption certificates.
3. Select Create tax exemption certificate.
4. Select the Customer and State or region.
5. Enter the certificate number and start date. Enter an end date when the certificate expires.
6. Optionally upload the certificate file and enter a note. The maximum file size is 10 MB, and supported files include PDF, DOC, and image files.
7. Review the message explaining that the certificate applies to all items for the customer in the selected state.
8. Select Create.

The certificate appears in the Tax exemption certificates list and applies within its effective dates.