Is it possible to setup a client to be tax exempt so I don’t accidentally charge a tax exempt client tax?
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I’ve been asked of this as well. The client I recommended IN to, has the scenario where they offer services to taxed exempt entities or some of the products within an invoice are tax exempt. They wanted at least a label that marked the client as so. They didn’t want it in the private notes as there might be other text there, so I recommended the use of a client custom field as a select box option. Naturally then they ask about tax exemption at the invoice level. The only workaround i could think of was the use the " line item taxes" so they can set it to zero in the setup of the invoice for those particular clients.
My 2 cents. Hope this helps.