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Customer Tax Codes

Customer Tax Code is a label that is assigned to a customer and indicates the tax obligations and exemptions a customer has. The customer tax obligations are taken into account when a customer (user) submits an order.

The sections below provide guidance on managing customer tax codes, using them to label customers and bind customers to a dedicated tax rules.

Create a Customer Tax Code

A customer tax code is a label for a group of customers that indicates the tax obligations and exemptions that a customer has. These tax obligations are considered when a customer submits an order.

To create a new customer tax code:

  1. Navigate to Taxes > Customer Tax Codes in the main menu.

  2. Click Create Customer Tax Codes.

    The following page is displayed:

    Create a customer tax code
  3. Fill in Owner, Code, and Description with information about the customer tax code you are creating.

  4. Click Save and Close.

Manage Customer Tax Codes

To view all customer tax codes, navigate to Taxes > Customer Tax Codes in the main menu.

The general page of all customer tax codes

Note

To handle a big volume of data, use the page switcher, increase View Per Page or use filters to narrow down the list to just the codes you need.

The following information about the customer tax codes is available in the customer tax codes list:

Name Description
CODE The unique identifier of the customer tax code.
DESCRIPTION Detailed description of the customer tax code.
CREATED AT Date when the customer tax code was created.
UPDATED AT Date when the customer tax code was updated last.

You can perform the following actions with every item in the customer tax codes list:

  • View customer tax code details: Click on the item to open its details page.

    Alternatively: Hover over the More Options menu to the right of the item and click to open its details page.

  • Edit customer tax code details: Hover over the More Options menu to the right of the item and click to start editing its details.

  • Delete a Customer Tax Code: Hover over the More Options menu to the right of the item and click to remove the customer tax code.

View Customer Tax Code Details

To view customer tax code details:

  1. Navigate to Taxes > Customer Tax Codes in the main menu.

  2. Find the line with the necessary customer tax code and click it.

    The following information is available immediately:

    • Code
    • Description
    • List of customers with this customer tax code
    • List of customer groups with this customer tax code
    View the details of the selected customer tax code

You can perform the following actions with a customer tax code:

  • View Change History — See the log of edits of this customer tax code by clicking the Change History link to the top right of the page.

    The log of edits of the selected customer
  • View details of the customer who is linked to this customer tax code — Click the line with the customer account details.

    Note

    You can edit the customer details to remove the link to this customer tax code, if necessary.

    Details of the customer who is linked to this customer tax code
  • Edit a customer tax code details — Click Edit to the top right of the page.

  • Delete a customer tax code — Click Delete to the top right of the page.

Edit Customer Tax Code Details

To edit the customer tax code value and description:

  1. Navigate to Taxes > Customer Tax Codes in the main menu.

  2. Hover over the More Options menu to the right of the item and click to start editing its details.

    The following page is displayed:

    Edit the customer tax code details
  3. Update the Code and Description with new information about the customer tax code.

  4. Click Save and Close.

Browse maintained versions:3.11.6

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