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How do I mark customers as taxable in CertCapture

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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