Activating the Tax Exemption Rules App
The Tax Exemption Rules app allows you to set specific conditions to prevent Value Added Tax (VAT), or any other tax, from being applied to specific products or clients within sales cycle documents, such as sales orders, estimates, and invoices. This ensures that the product remains tax-free or is subject only to a zero tax rate (0%). This guide explains how to activate the app as the first step before configuring its rules.
Before You Begin
This guide covers only the app activation step. To configure the exemption rules and conditions after activation, refer to “Configuring Tax Exemption Rules”, but make sure to activate the app first.
Steps
- From the main menu, click Settings.
- Select Apps Manager.
- Click Manage External Apps.
You are directed to a variety of apps available for installation on your account. Find the Tax Exemption Rules app using one of the following methods:
Method 1: If you find the app under the “Top Apps” section
- Click the app to display a pop-up window briefly describing its features.
- Click Activate.
Method 2: If you do not find the app in the previous section
- Click Go To Marketplace to access Daftra’s official marketplace for external apps.
- Search for the Tax Exemption Rules app and open its page.
- Click Activate.
After choosing either method:
- An app activation confirmation screen appears. Click OK to complete the activation on your account.
How the System Works
- Once the app is successfully activated, it is added to your Daftra account, and you can configure its rules from the Sales settings.