Before you begin
You must have the manage_tax_exempt permission added to your role to enable or remove tax-exempt status on an account. Without this permission, you can see the Tax Exempt toggle in the Account edit modal, but cannot change it. Contact a supervisor or administrator if you need access.
Note: Please refer to your local, state, and federal laws to determine whether an organization qualifies as a tax-exempt entity before marking an account.
Enable tax-exempt status on an account
Open the Account edit modal for the relevant account.
Locate the Tax Exempt toggle and switch it ON.
Confirm the action in the confirmation box that appears. Tax-exempt status will apply to any open or future invoices for this account.
Click Save.
Remove tax-exempt status from an account
Open the Account edit modal for the relevant account.
Locate the Tax Exempt toggle and switch it OFF.
Confirm the action in the confirmation box that appears. Taxes will be applied to any open or future invoices for this account.
Click Save.
How tax-exempt status appears on invoices
When viewing an invoice for a tax-exempt account, Instinct will display TAXES EXEMPT in place of a tax amount on the TAXES line. Tax-exempt status will also appear on the printed invoice PDF.
Frequently asked questions
Does tax-exempt status apply to invoices that are already open?
Yes. When you enable or remove tax-exempt status, the change applies to any open invoices as well as future invoices for that account.
Can all staff members change an account's tax-exempt status?
No. Only users with the manage_tax_exempt permission can enable or remove tax-exempt status. Users without this permission will see the toggle but cannot change it.
What happens to taxes on line items after I mark an account as tax exempt?
Taxes will not be added to any taxable line items on invoices for patients attached to the tax-exempt account.
Still need help?
Contact our support team via live chat or email at [email protected].