How do I make a customer tax exempt?

Step 1 - Log into your sophio control panel.
Step 2 - Go to the ADVSET field and add this tag - TRUE
Step 3 - Save and exit

Each B2C site is designed to charge tax to all customers in your home state. With this Advanced Setting you can 'flip' the taxable field in customer maintenance to withhold tax for a given customer. The field is confusing. The name is 'taxable'. The default is F (false) which means to charge tax. If you change to T (true) tax will not be charged. Each new customer defaults to F. If you want to remove tax on an invoice, you go to 'edit invoice', then 'edit customer', flip the taxable field to T, then hit save, then go back to 'Edit Invoice' and click 'save with freight update'.

If you want to automate this procedure, you can have your customers register at your site with the link register.wws. If they choose tax exempt their 'taxable' field will be saved as T (non taxable).
  • 420 utilizatori au considerat informația utilă
Răspunsul a fost util?

Articole similare

How do I make orders for customers?

If I customer can't make their own orders online, the correct way to make orders for your...

Customer Searches

You can search for customers using the Customer Maintenance link located in the administration...

Setting up pricing for a customer

To set up pricing for a customer account, follow these steps. 1) Search for the customer's...

Is my site secure?

When a consumer visits a Sophio store, they usually land on a page with an address like this:...

Ever wanted to delete a bunch of customers that you suspect as spam?

When you get customer signups that seem spammy you might notice that the zip code is usually the...