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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.


Now that the customer tax code is created, link it to a customer and create a tax rule that associates the customer tax code with the tax rate or tax exemption (zero rate).

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