Tax exempt customers

How do you flag customers that are tax exempt.  My company is using the PO required as the flag to remind people, which does not work for me as I actually have PO required customers as the service co ordinator.

How are you all handling having a reminder for tax exempt customers when you create a customer or new location ??



1 comment
  • We have the same problem.  We have customers that are tax exempt with multiple locations.  Every time we add a new location we have to remember to set the new location as tax exempt. It would be nice if the tax field was set to default on the general tab and could be changed per location. 

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