This article will go over how to mark a company tax exempt. Once the company has been marked tax exempt the tax rate will automatically be set at 0% when placing an order. Please note that if the customer places the order that does not need to be tax exempt you can manually add the sales tax back in.
1 - Click on the CRM tab and then Search for the client.
2 - Click on the Company tab and look for the Tax Exempt section.
3 - Change the Tax Exempt form No to Yes and add in the Tax Exempt ID Number. Then click Save to save the changes.
You have now made a company in your CRM tab Tax Exempt.
Below is a video on to manually add the rate back in for an order if needed.