Accounting controls

Manage tax exemptions for customer accounts

Use the tax exemption page to keep customer exemption rules clear before orders and tax reports depend on them.

4 min read · Updated Mar 18, 2026 · Managers and bookkeepers maintaining customer tax rules

Use Tax Exemptions when a customer or sales path should not be taxed the same way as your default setup.

Clean exemption records prevent order-entry confusion, invoice mistakes, and report cleanup later.

Quick facts

Start here

Exemption setup should be reviewed before large wholesale or invoiced order volume starts.
Bad exemption rules create tax report cleanup later.
It is easier to trust exemptions when the reason, scope, and customer are clear on the record.

Step 1: Review the active exemption rules

Open Tax Exemptions and review which customers, channels, or cases are covered.

Keep the reason and scope clear enough that the next person can understand why the rule exists.

Tax exemptions page with active exemption rules — The tax exemptions page helps you keep customer and sales-tax exceptions clear before reporting depends on them.

Step 2: Clean up old or confusing exemptions

Retire exemption rules that no longer match the customer or sales path.
If a rule feels hard to explain, rewrite or narrow it before new orders depend on it.

Tax exemptions screen ready for cleanup and review — Review exemption records on a regular rhythm so old tax logic does not keep leaking into new orders.