Can I leave the sales tax category as taxable-standard rate if a customer is tax exempt?

Yes, you can leave the sales tax category of your product or service as taxable-standard rate for sales to a tax-exempt customer in QuickBooks, as long as the customer is already set up as tax-exempt, dubsportzbrand12.

Here's how to ensure the customer is properly tagged as tax-exempt:

1. Go to the Sales or Customers section.
2. Open the specific Customer Profile.
3. Select Edit.
4. Locate the Additional Info section.
5. Check the box for Tax Exempt and, if available, add the customer's tax exemption reason or number (if required in your jurisdiction).
6. Save the changes.
   
   

If you have any further questions or need clarification, feel free to comment below. We are happy to help.