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Update customer tax exempt status from form submissions

Update customer tax exempt status from form submissions

Unprocessed tax-exempt submissions leave customer records without tax flags and risk incorrect charges. It marks customers tax-exempt so billing staff avoid refunds and fixes same day.

Update customer tax exempt status from form submissions

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Overview

If tax-exempt requests sit in email or forms, billing teams must issue refunds and perform manual fixes. This flow ensures submitted tax-exempt requests set the customer flag reliably, cutting refund work and closing the loop same day.

Update customer tax exempt status from form submissions