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Tally · Buyers

Tax exempt

Marks a buyer as exempt from sales tax on their purchases.

1 min read · 2 depth levelsstratum-tally · vpilotMatches production
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taxExempt flags a buyer who doesn't pay sales tax — typically a licensed dealer or resale buyer. When it's on, their invoices skip the tax amount. Only set it when you have a valid exemption certificate on file, recorded in the tax-exempt certificate field.

Marking a buyer tax exempt removes sales tax from their invoices. Set it only with a valid certificate on record, since it affects tax reporting.

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