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Documentation Index

Fetch the complete documentation index at: https://help.kneadapp.co/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Some of your clients shouldn’t be charged sales tax — a café that resells your cookies, a wholesale account, or a non-profit, for example. Knead lets you mark a client as tax-exempt so every one of their invoices is issued without sales tax, automatically, no matter what your default tax rate is.

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Marking a Client Tax-Exempt

  1. Open a client’s form — either when adding a new client at /customers/clients/new or editing one at /customers/clients/[id]/edit.
  2. Check the Tax exempt box. The field explains: “invoices for this client are issued without sales tax (e.g. wholesale, resale, or non-profit).”
  3. Save the client.
The client edit form showing the Tax exempt checkbox and its explanation Once set, every invoice for that client is issued with no sales tax line — regardless of the default tax rate you’ve configured for your business.
Good to know: Tax exemption follows the client, not the invoice. As long as the client is flagged tax-exempt, all their future invoices skip sales tax automatically.

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Overriding Tax on a Single Document

If you only need to change tax for one quote or invoice — rather than for a whole client — use the per-document override instead. Every quote and invoice has a Tax Rate (%) field that overrides your business default for that one document.
ToolWhen to use it
Tax exempt checkbox (on the client)This client should never be charged sales tax
Tax Rate (%) field (on the quote/invoice)Just this one document needs a different rate
Pro tip: For resale clients, keep a copy of their resale certificate on file. The tax-exempt flag handles the invoicing, but you’ll want documentation if your state ever asks why you didn’t collect tax.
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