I need to make exempt customers not calculate tax in QuickBooks Online.
- There are two ways to exempt customers in QBO
- If you would like these transactions to come to AvaTax do the following:
- Add their exemption number in the customers page.
- Go to the Tax Info tab when you edit the customer page.
- If you do not want these transactions coming to AvaTax.
- Login to https://avataxforqbo.com and click on Edit Configuration
- Switch the Calculate Tax toggle to 'Tax only taxable customers'
- Then in the Tax Info tab on the customer in QBO, uncheck Taxable Customer.