If you are utilizing Maintenance Shop Network and your company is tax-exempt, follow the below process to set up a tax-exempt status in Auto Integrate.
IMPORTANT: Maintenance Shop Network is available for all Professional and Premium Plan customers.
- Log in to Auto Integrate.
- Click the Administration tab and select Policies.
NOTE: Only users with Administrator permissions in Auto Integrate will have access to this tab.
- Under the correct policy, click the bubble under Tax.
- Under New Tax Exemption, select the State/Province and add the Exemption Code.
- Add an Expiration Date, if applicable.
- Click Add.
NOTE: Some national provider point-of-sale systems have difficulty supporting tax exemptions. If you experience issues on your invoices, please reach out to Fleetio Support.
