State Tax Exemption for Customers

10X ERP now allows you to specify if a customer is exempt from state sales tax while still being charged local tax. This is controlled by the State Tax Exempt setting.

How it Works

1. Admin Control - An admin needs to enable the Customer State Tax Exempt setting in the Admin -> Sales Tax section first. This controls whether the customer-level setting is visible.
2. Customer Setting - On the customer's Tax Info section, there will be a State Tax Exempt checkbox if the admin setting is enabled. Check this to mark the customer as exempt from state tax.
3. Tax Calculation - For orders placed by state tax exempt customers, 10X will subtract the state tax portion from the order total, as well as from individual line items and add-ons.
4. Both Settings Required - Both the admin "Customer State Tax Exempt" setting and the customer's "State Tax Exempt" setting need to be enabled for state tax to be excluded from calculations.

This allows businesses to correctly handle tax calculations for customers who are exempt from state sales tax requirements while still charging applicable local taxes.