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Status Under consideration
Categories Opportunities & Quotes
Created by Jeff Oakes
Created on Nov 6, 2026

RELATED IDEAS

Tax-exempt option when creating an opportunity

Add a Tax-exempt toggle to the Tax Information step of New Opportunity, defaulting from the account when the customer is tax-exempt.

Today the only way to handle it there is to switch on Manually set tax; the Tax-exempt toggle appears only later, in the quote header.

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