![]() To set Tax Result, do one of the following: If applicable, use the calendar to choose the End Date when the customer is no longer available to Vertex Cloud. The customer Start Date must be on or after the company Start Date. The value must exactly match the corresponding Magento value found in the customer account or customer group.įor Start Date, use the calendar to choose the date that the customer becomes available to Vertex Cloud. To identify a specific customer class, enter the name of the customer group that is associated with the tax class. To identify a specific customer, enter Vertex Customer Code from the customer account. In the Customer Code / Class field, enter the corresponding Magento value, according to the Customer Type setting. Set Customer Type to Code or Class, which determines the value that is entered in the next field. In the Customer Name field, enter the full name of the customer as it appears in the Magento Customers grid. On the Add Single Exception tab under Customer Information, do the following: Then above the grid, click Add Customer Exception. On the Configure Overview page, in the Customer Exceptions column of the company section, do one of the following: When complete, click Save Customer Group. To assign a new customer tax class to a customer group, do the following: If you need to add new customer groups to Magento, see Customer Groups. If you need to add new customer tax classes to Magento, see Adding New Tax Classes. The code can be an abbreviation of the customer name, number, or alphanumeric string. Under Account Information, scroll down to the Vertex Customer Code field at the bottom of the section.Įnter a unique code to identify the customer. See Managing Customer Accounts for more information. To assign the Vertex Customer Code to a customer, open the customer account in edit mode. Customer exceptions can be based on either the Vertex Customer Code field in the customer account, or on the tax class that is associated with the customer group to which the customer belongs. ![]() ![]() Vertex Cloud adds the Vertex Customer Code field to the customer information. The standard jurisdiction tax rates are used for all other customers. Only customers with non-standard tax requirements are added to Vertex Cloud. The Customers grid lists all exception certificates currently on file per customer. The Customer Exceptions configuration can be used to set up individual customer exceptions, or to upload multiple exceptions from a CSV file. ![]() The available exceptions vary, depending on the jurisdiction. Under certain circumstances, customers who are normally required to pay taxes might be certified as exempt. The Adobe Commerce Merchant Documentation for current releases is published on the Adobe Experience League. The information on this page is intended for Adobe Commerce 2.3 customers who are on an extended support contract. ![]()
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