Managing Tax-Exempt clients in Zr Ware®

This document outlines the process for designating commercial clients as tax-exempt within Zr Ware®. Please note that tax exemption status can only be applied to Commercial client profiles.

Steps to Designate a Client as Tax-Exempt:

1. Navigate to or create a new Commercial client profile within Zr Ware®.
2. Click the cog icon located in the top right-hand corner of the client's profile page.
3. Select "Change Tax-exempt Status" from the dropdown menu.
4. Check the "Tax-exempt status" box in the dialog window.
5. Click "Confirm" to save the changes.
   

Steps to Remove Tax-Exempt Status from a Client:

There are two methods to remove the tax-exempt designation:

• Method 1:

  1. Click the cog icon located in the top right-hand corner of the client's profile page.
  2. Select "Change Tax-exempt Status" from the dropdown menu.
  3. Uncheck the "Tax-exempt status" box in the dialog window.
  4. Click "Confirm" to save the changes.

• Method 2:

  1. Locate the red "Tax Exempt" icon displayed next to the client's name on their profile page.
  2. Click on this red icon. This will directly open the "Change Tax-exempt Status" dialog.
  3. Uncheck the "Tax-exempt status" box.
  4. Click "Confirm" to save the changes.

Customer Visibility:

While clients will not see any specific visual indicators of their tax-exempt status within their portals or communications, they will observe a "0" value displayed on the tax line items of their User Invoice Links and Invoices.

Zr Ware® User Visibility:

The following areas within Zr Ware® will visually indicate a client's tax-exempt status (for internal users):

Client Screen	Booking Screen	Technician App