---
title: "Managing Tax Exemptions"
url: "https://knowledgebase.xandapay.com/en/article/managing-tax-exemptions"
language: "en"
last_updated: "2025-03-06T17:33:21.672Z"
---

# Managing Tax Exemptions

This tutorial provides step-by-step instructions on how to add, edit, and manage tax exemptions for employees in XandaPay.

## **Accessing the Tax Exemptions Module**

1.  **Log into XandaPay.**
2.  Navigate to the **Payroll** section in the left-side menu.
3.  Click on **Tax** to expand the options.
4.  Select **Exemptions** to open the tax exemption management screen.

![](https://cdn-assets.productfruits.com/c0afaf11-5547-4ee8-b338-60c1dfae169f)

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## **Adding a New Tax Exemption**

1.  Click on the **New Tax Exemption** button at the top of the screen.
2.  In the **Edit Tax Exemption** form:
    -   Select the **Employee** from the dropdown list.
    -   Choose the **Tax Rule ID** (e.g., Social Security Employee, Social Security Company).
    -   Enter the **Start Date** and **End Date** of the exemption.
    -   Provide the **Exempt Reason** (e.g., "Receives pension", "Exempted by Age").
3.  Click **Save** to apply the exemption.

![](https://cdn-assets.productfruits.com/9677b677-4dfd-4c95-b52b-7e90e6bfb5f2)

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## **Editing an Existing Tax Exemption**

1.  In the tax exemptions list, find the employee whose exemption you want to edit.
2.  Click on the linked **Tax Code** to open the exemption details.
3.  Make necessary changes to the fields (e.g., update the **End Date** if the exemption is extended).
4.  Click **Save** to confirm the changes.

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## **Voiding a Tax Exemption**

1.  Open an existing tax exemption record.
2.  Check the **Voided** box if the exemption is no longer applicable.
3.  Click **Save** to apply the change.

![](https://cdn-assets.productfruits.com/f0a1e1d5-b566-4751-9905-c03a6c29a45c)

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## **Cloning a Tax Exemption**

1.  Open an existing tax exemption record.
2.  Click the **Clone** button to duplicate the exemption details.
3.  Select a different **Employee** (if applicable).
4.  Adjust the **Start Date, End Date, and Reason** as needed.
5.  Click **Save** to confirm the new exemption.

![](https://cdn-assets.productfruits.com/b2831abc-b4a2-4b34-86ae-81ead14610d7)

![](https://cdn-assets.productfruits.com/cd172bb6-55ed-46ca-b8c6-2bfe69c571be)

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## **Deleting a Tax Exemption**

1.  Open the exemption you wish to remove.
2.  Click **Delete** at the top of the screen.
3.  Confirm the deletion when prompted.

![](https://cdn-assets.productfruits.com/2c5afba9-63dc-4440-b2b0-30da6f497955)

![](https://cdn-assets.productfruits.com/afde0479-3edc-4255-9a09-0e858722c3cd)

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### **Key Considerations**

-   Employees must meet the exemption criteria before being added to the system.
-   The **Start Date** and **End Date** should align with the company’s tax policies.
-   Only authorized personnel can manage tax exemptions.

With these steps, you can efficiently manage employee tax exemptions in XandaPay. 🚀