Track tax exempt clients

A warm welcome to the Community, Amélie.

You can track your tax-exempt clients, ensure to disable the option for This customer is taxable on their profile. Here's how:
 

1. Click Sales on the left menu and go to the Customers tab.
2. Choose a customer profile and click Edit.
3. In the Customer information window, go to the Tax info tab.
4. Make sure to remove the checkmark in the This customer is taxable box.
   
5. Enter the Exemption details.
6. Click Save.

Once done, you can track your tax-exempt clients by running and customizing the Taxable Sales Detail report in QuickBooks Online. In case you need help with organizing your non-taxable sales, check out this article: Conducting non-taxable sales.

Additionally, you can take a look at these pointers to help guide you more in paying and managing sales tax in QuickBooks:

Manage sales tax payments in QuickBooks Online.

Set up and use automated sales tax in QuickBooks Online.

I'm always around if you have any other questions about QuickBooks. Just leave a reply below and I'll get back to you.

Hi, Amélie.

Hope you're doing great. I wanted to see how everything is going about tracking the tax-exempt clients you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!