Portal 2.0: How to Disable Tax Within Ceretax

How to Disable Tax Within CereTax

There may be instances where you would like to disable a tax that CereTax is calculating based on your business requirements.  Be sure to consult with your Trusted Tax Advisor before disabling a tax. To disable a tax within CereTax, follow the steps below.

Create the Rule Type

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 + Add 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 Tax Type by dragging the taxType field to the Criteria Element Table

• In some cases, you may need taxTypeClass in replacement of or in addition to taxType. If you are unsure, please reach out to CereTax Support to discuss     your requirements.
• If the tax you are looking to disable is state-specific, you will also need to add geocode.state as an additional criteria element.

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 Set-up New Rule

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

• ‍Rule Name: Enter a name for your rule, ex. “Disable tax calculation for NANPA”. This field has a maximum value of 50 characters.‍
• Description: If desired, enter a description for this rule. This field has a maximum value of 200 characters.‍
• Start Effective Date: Enter the start date this rule is in effect for, ex. 10/23/2024‍
• End Effective Date: Enter the end date for this rule, ex. 10/23/2099‍
• 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 “taxType” from the drop-down‍
• Operator: select “equals” from the drop-down
• Select Value and select the tax type you of the tax you want to disable.

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 the Rule

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