Change from Tax Exempt to Taxable

This is a two-part process. First, you'll update the main account, and second, you'll update their recurring charges.

Part 1: Update the Customer Account Record

1. From the Customer Account, find the Tax Exempt checkbox and uncheck it.

2. Click the magnifying glass icon next to the County/MapID field.

3. A new window will open. Find and highlight the correct county.

4. Click Select.

Note: If the tax code you need does not exist, click Insert in this window to create it first. Once created, you can select it.

Part 2: Update the Recurring Charges

You must make sure all recurring billing items are set to "taxable."

1. Click the Recurring Charges tab.

2. You will need to update each recurring item individually.

3. Highlight the first recurring item and click Change.

4. Find the "Taxable" toggle and switch it from N (No) to Y (Yes).

5. Click OK to save the change for that item.

6. Repeat steps 3-5 for every other recurring item listed on the account.

7. Once all items are updated, click Close to exit the Recurring Charges screen.

8. Click OK on the main customer account screen to save all your changes.