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Bthomas212
Level 1

Customer Tax Exemption

I am a agriculture business who uses Quickbooks Desktop, Some of my customers and items are eligible for sales tax exemptions while others are not. Is there a way to set up accounts so that if they are taxed it will always tax and for those who are eligible for exemptions on certain (not all) items to not have the tax added.

For example, dog food is not an eligible item for ag tax exemption, so i set it to a taxable item. If customer A is listed as ag exempt it will remove the tax, when it shouldnt. Is there a way that customer accounts and items work together so that if customer A buys (who is ag tax exempt) can items that are marked taxable and buy items that are marked ag exempt be charged taxes accordingly without having to worry about employees not catching the mistakes?

Solved
Best answer June 09, 2022

Best Answers
Rustler
Level 15

Customer Tax Exemption

I wish there was, but QB is set to use the customer taxable status and override the item tax status.  Nothing I know can change that

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1 Comment 1
Rustler
Level 15

Customer Tax Exemption

I wish there was, but QB is set to use the customer taxable status and override the item tax status.  Nothing I know can change that

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