Managing Exempt Customers in TaxCloud for QuickBooks Online

Tax exemption is controlled in QuickBooks Online at the customer level. To ensure that tax filings are done correctly, add an exemption certificate to TaxCloud for each exempt customer before you invoice them.

1. In QuickBooks Online, mark the customer exempt.

   1. Edit the customer.
   2. Under Additional info, enable This customer is tax exempt.
   3. Select why they’re tax exempt in the Reason for exemption dropdown.
   4. Click Save.

2. Copy the customer ID from QuickBooks online.

   1. While you are viewing the customer, look at the URL in your browser’s address bar. For example:

      https://app.qbo.intuit.com/app/customerdetail?nameId=12345

   2. Copy the number at the end of the URL. In the example above, the customer ID is

      12345
      

3. In TaxCloud, add an exemption certificate for the customer. Use the customer ID you copied in the previous step.