When creating a new order, there is the option to make the order tax exempt, However you will first need to add a Sales Tax Exemption Reason as well as a Sales Tax Exemption Document

Add a Sales Tax Exemption Reason

1. Navigate to System > Sales Tax Exemption Reasons

2. Click Add Sales Tax Exemption Reason

3. Provide the required information and set it to active before clicking add

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Add Sales Tax Exemption Document

1. Navigate to System > Document Templates

2. Click Add Document Template and choose Sales Tax Exemption as the type

3. In the open editor type any text you require and format it.

4. Add variable tags to the document, most importantly the {{ salesTaxExemptionReason }} tag in the appropriate location

   1. This tag will insert the Reason Text from the Sales Tax Exemption Reason that you added earlier

   2. Since you can add multiple reasons this tag will automatically update to the correct text based on the reason you choose in the order-form when generating a sales tax exempt order

   3. Tags will insert specific values for the order that the document is generated on

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How does this all come together?

1. Create a new order and navigate to Step 3 (Summary)

2. Check on Tax Exempt

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3. Choose a Sales Tax Exemption Reason

4. Continue with the order and proceed to collect the signature

5. When you generate the order documents for signature you will see that the Sales Tax Exemption document has generated

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