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Some customers need different tax treatment than your default — for example, tax-exempt organizations or interstate sales. Set this on the customer’s profile and BillBasket applies it automatically on every invoice for them.

See it on your device

Screenshot coming soon — Android phone view.

Try it: Sharma Kirana Store

1

A new customer needs different tax treatment

A local school registers as a party at Sharma Kirana Store and tells Rajesh Sharma they’re tax-exempt for bulk grocery orders.
2

Open the party's tax settings

Rajesh opens the school’s party profile and finds the tax settings section, separate from the store’s default tax rates.
3

Mark them tax-exempt

He marks the party as tax-exempt and saves the change.
4

Tax is applied automatically going forward

The next time Rajesh bills the school for supplies, BillBasket automatically skips tax on the invoice — he doesn’t need to remember to adjust it manually each time, unlike for regular customers such as Meena Devi who pay standard tax.