In this article, you will learn how to mark clients as tax exempt. 

If you work with nonprofit organizations, government agencies, or other tax-exempt clients, you’ll want to make sure they aren’t charged tax on their invoices. Here, we’ll show you how to mark a client as tax-exempt so Workiz automatically removes tax from any future jobs, estimates, and invoices created for them.

Setting a tax-exempt status

In Workiz, you can set a client's tax-exempt status when creating a new client or editing an existing one. 

For new clients

1. From the sidebar menu, select Create new > Client
2. Enter your client's details (e.g., name, contact, address, etc.)
3. Set Tax exempt to Yes
   
4. Select an exemption reason (e.g., federal government, hospital, resale, etc.)
5. Select Save

For existing clients

1. Open a client's profile
2. From the client details side pane, select the vertical dots icon > Edit client info
   
3. Next to Tax exempt, turn the toggle switch on
   
4. Select an exemption reason (e.g., federal government, hospital, resale, etc.)
5. Select Save

What you will see

Clients with tax exemptions will receive a badge next to their names on all associated job, estimate, and invoice pages.

When creating estimates and invoices, you'll also notice that these documents do not have associated tax amounts. 

What your clients will see

Your client will now be exempt from taxes on all future jobs, estimates, and invoices in Workiz. Any documents they review in the client portal will not include taxes. 

Syncing tax-exempt clients to QuickBooks Online

Clients marked as tax-exempt in Workiz will automatically sync to QuickBooks Online with the same tax-exempt status, helping ensure consistency across your records