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How do I mark customers as taxable in CertCapture

Overview

You want to mark your customers as taxable so they do not show up when searching for customer's with missing certificates.

Environment

CertCapture

Resolution

  • Locate the customer in question
  • In the Taxability Info tab > Add Override 
  • Choose the state the customer is for and exempt reason of Taxable
  • To remove the override just right-click on the existing override and choose Remove Override 
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