How-To Guide: Tax Exemption via Customer TaxID/VatID

The CereTax Adobe Commerce integration now passes the Tax/VAT Number from a customer's account record as a custom attribute with every API call to CereTax. This allows you to create exemption rules in CereTax that automatically trigger based on that value; so customers with a valid Tax/VAT Number on file can be treated as tax-exempt without manual order-by-order intervention.

Step 1: Add the Tax/VAT Number to a Customer Record

1. In Adobe Commerce Admin, go to Customers → All Customers
2. Open the customer record you want to update
3. Under the Account Information tab, locate the Tax/VAT Number field
4. Enter a customer value in the field that you’ll want to trigger off of in CereTax and click Save Customer

The Tax/VAT Number field will now be included automatically in all CereTax API calls for that customer's transactions.

Step 2: Set Up an Exemption Rule in CereTax

1. Log into your CereTax portal
2. Navigate to Rules (or Exemption Rules, depending on your portal version)
3. Create a new rule triggered by the custom attribute; select the attribute corresponding to the Tax/VAT Number field passed from Adobe Commerce
4. Define the condition (e.g., "attribute is not empty" or matches a specific value/pattern)
5. Set the rule action to apply tax exemption to the applicable line items
6. Save and activate the rule

Once active, any customer with a Tax/VAT Number on file will have that value sent to CereTax, and your rule will apply the appropriate tax treatment automatically.

How-To Guide: Suppress CereTax Posting on Invoice Creation

If your business invoices out of an external ERP (such as Business Central or NetSuite), Adobe Commerce automatically creating an invoice can cause a duplicate CereTax liability posting; one from Adobe, one from your ERP. This toggle lets you suppress the Adobe-side posting so your ERP remains the single source of truth.

When to Use This

Enable this toggle if:

• You use an external ERP to create and manage invoices
• Your ERP already sends liability postings to CereTax
• You are seeing duplicate entries in your CereTax liability records

Do not enable this toggle if Adobe Commerce is your primary invoicing system.

Step 1: Enable the Toggle

1. In Adobe Commerce Admin, go to Stores → Configuration → CereTax
2. Locate the setting: "Suppress CereTax posting on invoice creation"
3. Set it to Enabled
4. Click Save Config
5. A confirmation warning will appear: "Posting from Adobe invoice events is now suppressed. Ensure your external system is posting to CereTax." — confirm you have reviewed this

Note: Once enabled, your external ERP must be responsible for all CereTax liability postings. If your ERP is not configured to post to CereTax, liability records will not be created.

Step 2: Verify Suppression is Working

1. Create a test invoice in Adobe Commerce
2. Check your CereTax liability records; no new entry should appear from the Adobe invoice event
3. Check your Adobe Commerce logs; you should see a suppression log entry with the Order ID, Invoice ID, reason (invoice_suppression_enabled), and timestamp
4. Confirm your ERP is creating the corresponding CereTax liability posting