Adding Tax Exemption Types Estimated Reading Time: 2 Minutes A tax exemption type is a reason that a client does not pay some taxes, for example because the client is a non-profit organization or a government agency. After you add a tax exemption type, you can give a tax exemption of that type to a client. Ubersmith then does not charge the client the taxes that the type exempts. Open the Tax Exemption Types page Go to Settings. Under Taxes, click Tax Exemption Types. The page shows each tax exemption type with its ID, Name, Code, and Brand Access. In View, select Active, Deactivated, or All. Add a tax exemption type Click Add New Tax Exemption Type. The Add Tax Exemption Type window opens. On the Details tab, complete the fields: Brand Access: Select Current Only to use the type only in the current brand, or All brands to use it in all brands. This field shows only if you have more than one brand. You cannot change it after you save the type. Name: Type the name of the type, for example Government Agency. The name is mandatory in the default language. If you use more than one language, you can type a name in each language. Ubersmith Code: Optional. Type a short code for the type, for example GOV. External Tax Engine Code: If you use an external tax engine, for example SureTax, type the exemption code that the tax engine uses. On the Exemptions tab, select the tax rates that this type exempts. The internal tax engine uses this list. An external tax engine uses the External Tax Engine Code instead. Click Save. If no tax rates are set, the Exemptions tab shows "There are no taxes defined. Please configure taxes in Settings." Add your tax rates first. For more information, refer to the article "Adding Tax Rates". Give a tax exemption to a client Open the client in the Client Manager. Go to Billing > Tax Exemptions. Add a tax exemption. Select the Type, and complete the certificate details and the dates: Certificate ID and Certificate PDF: The exemption certificate of the client. Effective Date and Expiration Date: The exemption applies from the effective date until the expiration date. If you do not set an effective date, Ubersmith uses today. If you do not set an expiration date, the exemption does not expire. Status: The status of the exemption, for example Active. To edit or deactivate a tax exemption type, refer to the article "Managing Tax Exemption Types".