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In the instructions for creating a customer, there says there is a checkbox to mark a customer as tax-exempt. In my screen, I don't see a check box, but instead a text field. There is an address for the customer. What am I missing here?
Add and manage customers in QuickBooks Online
I'm glad to have you here, @guitarthrower.
Let me guide you on how to have the Tax-Exempt checkbox.
First, you'll need to turn on the Automatic Sales Tax and set it up in the Taxes tab. Here's how:
- In the left panel, select Taxes.
- Click the Use Automatic Sales Tax.
- Then, follow the on-screen steps.
Once done, let's go back to add a customer and check the Additional info area where Taxes can be managed for that customer.
You might want to learn how QuickBooks Online calculates your taxes. Check out this article: Learn how QuickBooks Online calculates sales tax.
For additional questions about managing your customer taxes, leave a reply below. I'll answer you as soon as possible. Keep safe always.
