You can enter a Tax Exempt ID on both your customers, leads and organizations. On the lead, when you choose that the lead is tax exempt, an input will show that allows you to enter the exemption ID. On the customer, the exempt ID field is shown always, except when viewing the customer from the lead. You must go directly to the customer record. Within the Organization, enter in the organizations tax exempt ID for any future leads to display as tax exempt. We will check tax exemption in the order of going with the organization first, then the customer.
If you set a Tax Exempt ID on a customer that is on the lead you are working with, you will get a warning message asking if you also want to make the lead tax exempt. Choosing 'Yes' will make it exempt and copy in the customer's exempt ID to the lead.
Don't forget you can attach their tax exemption certificate to the customer and/or lead to make it easier to find it if needed. You can also filter on the exempt ID as well as include those fields in any report you build.
See the video below to see how it works.