How to Disable Nexus

How to Disable Nexus

CereTax will calculate tax based on the State associated with a transaction and taxability of the assigned psCode.  If you need to disable tax calculation for any state(s) because your business is not registered, please follow the steps below to disable nexus within CereTax.

Create the Rule Rype

1. Once logged into CereTax, navigate to Rules >Manage Rule Types

2. Select the Profile that this Rule Type is for. If there is only one Profile, this should already be displayed as the default.

 3. Click + Rule Type

4. Enter the Rule Type Name

5. Select the Rule Level. For this type of configuration, the Rule Level will be Tax

6. Click Create Rule Type

If there are multiple Profiles within your CereTax account and this Rule Type is needed for each Profile, complete these steps for each Profile.

Set the Criteria and Action Elements

1. Click the Edit icon next to the newly created Rule Type

2. Set the Criteria element as Geocode State by dragging the geocode.state field to the Criteria Element Table

3. Set the Action element as taxable by dragging the taxable field to the Action Element Table

4. Click Save Elements

Create the Rule

1. Navigate to Rules > Manage Rules

2. Select the Profile that this Rule Type is for. If there is only one Profile, this should already be displayed as the default.

3. Click Rule Criteria Lists

4. Enter a name for your list (ex. Nexus States) and click Create List

5. Click the Edit icon next to the newly created Rule Criteria List

6. Click Add Row and type the un-abbreviated state name in the Value field. Repeat these steps for each state your business has nexus in

7. Once all States have been added, close out the list by clicking the red X.  The list will automatically save.

8. Once returned to the main Manage Rules screen, click Set-up New Rule

9. Fill out the following fields on the Create Rule form:

• ‍Rule Name: Enter a name for your rule, ex. “Nexus”. This field has a maximum value of 50 characters‍
• Description: If desired, enter a description for this rule, ex. “Disable tax calculation for non-nexus states”. This field has a maximum value of 200 characters‍
• Start Effective Date: Enter the start date this rule is in effect for, ex. 01/01/2024‍
• End Effective Date: Enter the end datefor this rule, ex. 12/31/2099‍
• Rule Type: Select the Rule Type that was created in the previous step‍
• Status: Select Active

Add the Criteria Elements

1. Click + Add criteria

2. Fill out the following fields on the Add Criteria form:

• ‍Criteria Element: select geocode.state from the drop-down‍
• Operator: select “not within” from the drop-down
• Select Table‍
• Click Select table and select the Rule Criteria List that was created in the previous step
• Once the list has been selected, click Confirm Selection

3. Click Add Criteria

Add the Action Elements

1. Click + Add action

2. Fill out the following fields on the Add Action form:

• ‍Action Element: select “taxable” from the drop-down
• Select Value and enter FALSE in this field

3. Click Add Action

Save & Sync the Rule

1. Once returned to the Create Rule screen, click Create Rule.

 2. Once returned to the main Manage Rules screen, click Sync Rules