There are two methods to tax exempt clients and/or patients:
Client Tax Exemption
Tax exempt the client, which tax exempts all patients associated with them.
- Navigate to the client record.
- Click on General Information to expand the section.
- Scroll down until you see the option to mark the client Is tax exempt?.
- Click Save to save changes.
Patient Tax Exemption
Mark a patient as tax exempt. If the tax exemption is enabled for the patient, only that patient is tax exempt. Any other patients associated with the client would not be tax exempt.
- Navigate to the patient record.
- Click on [patient name] General Information tab.
- Scroll down until you see the option to mark the client Is tax exempt?.
- Click Save to save changes.
