Change from Tax Exempt to Taxable

Overview

This article explains how to remove a customer's tax-exempt status and ensure their account is correctly set up for tax billing. This is a two-part process: first, you'll update the main customer account record, and second, you'll update their recurring charges to mark each item as taxable.

Part 1: Update the Customer Account Record

Begin by removing the tax-exempt flag from the customer's main account record and assigning the correct county tax code.

1. Locate the Tax Exempt checkbox. From the Customer Account, find the Tax Exempt checkbox and uncheck it.
   
   
   
2. Open the County/MapID lookup. Click the magnifying glass icon next to the County/MapID field.
   
   
   
3. Select the correct county. A new window will open. Find and highlight the correct county.n
4. Confirm your selection. Click Select to apply the county tax code to the account.

Part 2: Update the Recurring Charges

You must make sure all recurring billing items are set to "taxable." Each item must be updated individually — there is no bulk-update option.

1. Open the Recurring Charges tab. Click the Recurring Charges tab on the customer account.
2. Select the first item. Highlight the first recurring item in the list and click Change.
   
   
   
3. Enable taxable status. Find the "Taxable" toggle and switch it from N (No) to Y (Yes).
   
   
   
4. Save the item. Click OK to save the change for that item.
5. Repeat for all remaining items. Repeat steps 2–4 for every other recurring item listed on the account.
6. Exit the Recurring Charges screen. Once all items have been updated, click Close to exit the Recurring Charges screen.
7. Save the account record. Click OK on the main customer account screen to save all your changes.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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