To set a product or contract as Tax Exempt, follow the steps below.

Tax Exempt a Product in the Cart

1. Add the product to the cart
2. Edit Product (Permission Needed - Cart: Item Advanced Fields).
3. Click Edit in the Other section
4. Check the box for Tax Exempt.

Tax Exempt a Contract

From the Front Desk Cart

1. Add contract to cart 
2. Click Pencil icon to edit
3. Set Custom Dues
4. Set All Units to Tax Exempt.  Click OK
5. Accept Changes then Click OK
6. The contract in the cart now shows as Tax Exempt.

On an Existing Contract

1. Edit the existing Contract
2. Set Custom Dues
3. Set All Units Tax Exempt
4. Accept Changes and click OK to save.