How To Enable the Tax Exempt Box

Issue: 

User unable to mark the Tax Exempt box. The box to mark items as Tax Exempt are all grayed out in Jobs and Service Tickets.

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Resolution: 

Being unable to mark the Exempt box in Service Tickets and Jobs is due to permission.

In SedonaSetup:

  • Go to User Groups
  • Locate the User Group of the User having the issue
  • Scroll to the SedonaSetup permissions, they are indicated with the abbreviation of SS
  • Locate the permission labeled Edit Item Tax Exemption

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  • Mark the Box and click Apply to save the change
  • Have the user log out and log back into SedonaOffice
  • Have the user go back into the Service Ticket or Job they are trying to mark the Tax Exempt box
  • The box will be live and can be marked

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