To assign a tax jurisdiction override code to a customer:You may have a customer whose default tax jurisdiction is incorrect. The system determines a customer's default tax jurisdiction from the zip code associated with the ship via on their order, but you may have reason to assign the customer to a different tax jurisdiction. You can override this default in the customer record. In addition, you can define the taxable jurisdiction for each exemption. You may need to do this, for example, if the customer is exempt for state taxes, but is not exempt for local or city taxes.
If customers have sales tax jurisdiction overrides configured, then that tax rate applies to any future orders for that customer. However, when you add a tax jurisdiction override to a customer that has existing invoiced orders, the override does not affect those orders.
To assign a tax jurisdiction override code to a customer:
From the Files menu, select Customer to display the Customer Maintenance screen.
Display the customer's record.
Use the Tax # hot key to display the Sales Tax screen.
In the Tax Jurisdiction Override field, press F10 to display a list of tax jurisdiction codes and select one. These codes are defined on the Tax Jurisdiction Code Maintenance screen. For more information, see Creating Tax Jurisdiction Codes.
When this field is populated, the selected tax jurisdiction code is used for the customer in place of the default.
Press Esc until the updated customer record is saved.
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