Tax Exemption & Custom Tax Rates

You'll go to the company for which you want to remove or change the tax rate and click "info" near their company name:

Then you'll find the section called "Custom Tax Rate" and put in the rate you'd like them to have, If your customer is tax exempt, this rate would be 0. If they have a unique tax situation, enter their custom rate. 

Tax exempt customers are required to provide proof of their tax exemption. This exemption comes with a tax-exempt ID. We recommend creating a Custom Field to keep track of these exemption IDs in Allmoxy, but you can also simply add this information in a note on the company or attach a copy of the exemption to their company! 

If you are not charging tax in Allmoxy (we don't recommend this), you will need to set every customer's custom tax rate to 0.