Mark a Customer as Non Taxable

Marking a Customer as Non-Taxable

To mark a customer as non-taxable in AltheaSuite, follow these steps.

Log in to your AltheaSuite account.

Go to Settings > Tax Settings and select “Tax to use for tax exempted customers”.

Click on the dropdown menu, where an “Exempt” option has been created specifically for tax exempt customers.

Navigate to Customer manager, select the customer you want to mark as non taxable, then click on the context menu for that customer and choose Modify.

Enable the “Is Customer Tax Exempt” option and save the updated changes.

Once changes are applied, any invoice, quotation or order created for this customer will be recognized as tax exempt by the system.

In the example below, we have created an invoice for the same customer, and you can see that the tax is displayed as “Exempt”.