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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