If your business has received an exemption certificate from one of your customers, the exemption must be configured so that this customer is no longer calculated tax on any of their invoices. Customer exemptions can be managed in either your billing or e-commerce platform or configured within CereTax. To configure customer exemptions within CereTax, follow the steps below.
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 Invoice Line
6. Click Create Rule Type
1. Click the Edit icon next to the newly created Rule Type
2. Set the Criteria element as Customer Account by dragging the customerAccount field to the Criteria Element Table
3. Set the Action elements by dragging the following fields to the Action Element Table:
4. Click Save Elements
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 Set-up New Rule
4. Fill out the following fields on the Create Rule form:
1. Click + Add criteria
2. Fill out the following fields on the Add Criteria form:
3. Click Add Criteria
1. Click + Add action
2. Fill out the following fields on the Add Action form:
3. Click Add Action
4. Click + Add action
5. Fill out the following fields on the Add Action form:
6. Click Add Action
7. Click + Add action
8. Fill out the following fields on the Add Action form:
If the exemption you are configuring is for all taxes, this is the recommended approach and you do not need to set up an additional action element for taxExemptionCodes.taxType
If the exemption you are configuring is for specific taxes only, then omit taxExemptionCodes.taxLevel as an action element and use taxExemptionCodes.taxType instead.
In some cases, you may need to use a combination of both taxExemptionCodes.taxType & taxExemptionCodes.taxLevel
9. Click Add Action
10. Click + Add action
11. Fill out the following fields on the Add Action form:
12. Click Add Action
1. Once returned to the Create Rule screen, click Create Rule.
2. Once returned to the main Manage Rules screen, click Sync Rules