Organization-Level Tax Exempt Setting

Add a setting at the organization level that allows admins to mark the entire organization as tax exempt. When enabled, all invoices generated under that organization will automatically have taxes removed or set to 0%.

Include:

  • A toggle in Organization Settings for โ€œTax Exemptโ€

  • Optional field for tax exemption ID or certificate reference

  • Automatic application to all future invoices

  • No manual override needed per invoice

This helps agencies working with non-profits or tax-exempt clients avoid adjusting tax settings manually every time.

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Upvoters
Status

In Review

Board

๐Ÿ’ก Feature Request

Tags

Billing

Date

2 days ago

Author

Regine Garcia

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