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:
- Navigate to Taxes > Customer Tax Codes in the main menu.
- Click Create Customer Tax Codes.
- Fill in Owner, Code, and Description with information about the customer tax code you are creating.
- 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).