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How do I exempt a customer from taxes?

Anthony Abou Maroun avatar
Written by Anthony Abou Maroun
Updated this week

Follow the steps below to exempt a customer from taxes in RENTALL:

  1. Click on Customers from the side bar. Note that if the sidebar is closed you can click on the RENTALL icon at the top-left to open the sidebar.

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  2. You can search for customers quickly by license number, name, or phone number.

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    More search fields can be accessed by clicking on Filter:

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  3. After searching, click on the name of the tax-exempt customer.

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  4. Click on Edit at the top of the page to begin making changes.

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  5. From the Update Customer page, click on Customer Type in the Personal Information section.

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  6. Click on TaxSaver from the dropdown menu.

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  7. After setting the Customer Type to TaxSaver, scroll down to the Financial Settings section at the bottom of the page and click the Is Tax Exempt checkbox.

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  8. Click Save at the top-right corner.

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