How to remove tax from an order

The taxable status is set up at the customer master, but in special circumstances, can be changed at the order level.

If a customer qualifies for tax exemption status, your Billing Analyst will be able to make the necessary updates to the customer's account in FDM4. It may require a copy of their tax exemption status.

To temporarily remove tax from an individual order, follow these steps:

1. With the order open go to Main > Order Header Management
2. Scroll down to the bottom portion and look for the Tax Exemption field
3. Type On File and Save
4. Review & Complete the order again to see the tax removed from the order

This process should only be used until the tax exemption flag has been added to the customer's account by the Billing Analyst.