FAQ: Allow Tax Exempt Customers

In some situations, allowing a tax exemption to customers, such as government agencies or nonprofit organizations. To prevent the business from charging taxes to these customers, marking the account as tax exempt is necessary.

1. Open eLube software

2. Select ‘Accounts Receivable’ from top panel menu

3. Select ‘My Accounts’ from left panel menu

4. Click on ‘Accounts Receivable’ icon
   
   

   Open

   

Existing Customer Account

1. Select ‘Search (F7)’
   
   

   Open

   

    

2. Select appropriate account from search results
   
   

    

   1. Select ‘Financial Settings’ tab

      1. Complete the following with information provided by the customer
         
         

          

         1. Federal Tax Identification: Required

         2. State Tax Identification: Optional

         3. Local Tax Identification: Optional

   2. Select ‘Store Availability’ tab

      1. Is Enabled?: Select each Store where account is available

      2. Is Taxable: Deselect to prevent tax from being assessed on sales

   3. Select ‘Save (F5)’
      
      

New Customer Account

• Follow steps as outlined in Create a Fleet Account