This feature is available on all Goodshuffle Pro Plans.
If a project was marked as Tax Resale but should be Tax Exempt, you can update it by following the steps below.
Steps to Change Tax Settings
Open the project and click “Edit Contract” (this will unlock the tax settings).
Scroll down to the tax section.
Click “Revert to Calculated” to remove the Tax Resale override.
Click “Override” again and choose “Tax Exempt” from the dropdown.
Your project will now be calculated as Tax Exempt moving forward.
If you are a Canadian Vendor with Tax Exempt clients, you will need to create a Zero-Rated Tax Type and then apply this to each item on the project.
Make sure your team has documentation from the client validating their tax-exempt status before making this change.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!