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How to Set Up New Tax Rate for Tax Exemption Purposes
Jorge Sardinha avatar
Written by Jorge Sardinha
Updated over 9 months ago

Summary:

  • Here's how you can apply for a tax exemption by adding a new tax rate of 0%.


Step 1 - Setting Up A New Tax Rate

  • From your ZenMaid calendar, go to Settings > Tax settings under Client Billing.

  • Click on the + Add another primary tax rate button.

  • Add a name under the Label field and leave the Rate as 0 (for 0%).

To Note:

  • If you have a Secondary Tax Rate set up, make sure you add another one under this section with the same 0 rate.

  • Don't forget to hit the Save Changes button at the bottom of the page.


Step 2 - Applying The Tax Exemption Rate

  • For every appointment you need to be tax-exempt, go to the appointment's financials section and toggle between the new tax rate you created.


Keywords:


exempt tax, tax exemption, remove tax from appointment

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