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📢 New Feature – Mark Customers as Tax Exempt
We’ve added a highly requested option to simplify your billing process!
You can now mark a customer as Tax Exempt directly in their profile.
Benefits:
Automatically excludes tax from estimates, invoices, and work orders
Save time by not adjusting taxes manually
Ensure accurate billing for tax-exempt customers
This feature is live—just open a customer profile and set them as Tax Exempt to get started.