Transcript:
0:00 Hi, in this video, I'm going to be showing you how to change your price level from a customer, or specifically a tax level.
0:08 Uh, for example, if you have a customer that is, uh, being generated sales tax, but you don't want that to happen, uh, it's most likely because your customer has a tax level assigned to it.
0:22 So, to do this, you're gonna go into your customer, you're gonna click on edit, and you're gonna see the customer module edit, uh, page.
0:30 And so, from here, you're gonna see the default tax rate of the customer. You gotta make sure that the default tax rate is set to tax exempt.
0:40 That way, all transactions, uh, from this customer, this is the default tax rate that it will use. If it's something else, whatever's in here is pretty much gonna be selected.
0:51 Uh, so again, if you want a customer to be tax exempt, like a wholesale account, uh, you would want to change update this attack's exempt.
1:00 There is some rules where you can make the tax ID mandatory if the tax exempt, uh, rate, uh, level is selected, but in our case, I think it's just gonna be like that.
1:12 Now, if I go ahead and create a new order under this new, uh, under this customer, now my order is no longer gonna be, uh, the taxes pretty much are not gonna be generated anymore.
1:25 So, add this product, and as you can see, even though the line item is a taxable line item, uh, taxes are zero because the tax on the customer is tax exempt.
1:38 You can always change the tax here if you wanted to, but again, the default tax that's loaded is the default tax rate that's selected on the customer profile.
1:50 If you have any questions, or if you still have concerns about this, you can always contact us by raising a ticket through the support and open ticket or requesting assistance.
2:01 Thank you, and enjoy your day.