How Tax Exemption settings are applied:

When you create or edit a customer in MANAGESM you assign it a Customer Type and the Customer Type tax exempt settings prefill the tax exempt fields in the Customer window.

When you add a vehicle to a customer, the customer’s tax exempt settings are prefilled on the Vehicle window.

If you change the customer’s tax exempt settings after you add the vehicle, the vehicle tax exemption settings do not change, you need to edit the Vehicle to change the vehicle’s tax exempt settings.

You can override a line item’s tax exempt settings by selecting or deselecting the Tax Exempt box on the Select New Job Items window.

When items (other than Miscellaneous Charges) are added to an order, the vehicle's tax exempt settings are assigned if there is a vehicle assigned to the order. If no vehicle is assigned, the customer's tax exempt settings are assigned to the job items.

Miscellaneous Charges use whatever tax exempt settings are assigned to them, regardless of vehicle or customer tax settings.

See an example of customer tax settings.

See an example of vehicle tax settings.

See an example of line item tax settings.