If you need to change the status of Customers in EXEMPTAX by either activating or deactivating several customers at once, you may do so using the customer import feature.
Please note that if you wish to make a change for a single Customer, we recommend using the individual update function.
The following documentation provides instruction on how to activate or deactivate customer records via customer import.
Please keep in mind that access to customer import might be restricted for some user roles; please contact your EXEMPTAX account owner to check if you have sufficient access rights to perform this function.
2. Once in the "Company Settings" function, press on "Customer Import" (1) navigate to the "Bulk_import_template.xlsx" (2) file. From there download the import template file to your local device.
5. To check a Customer Status in EXEMPTAX, navigate to the "Customers" (1) function in the left menu option. From there select the filter dropdown "Customer Status" (2) and check mark "Inactive" (3).
NOTE: By default Inactive customers are not selected when entering the Customers function to avoid displaying clutter. You will have to check mark Customer Status to include Inactive customers in the filter setting to view Inactive customers.
6. As soon as the filter is saved and the table loaded, you will see that both customers in our example are now Inactive (1).