Sales Tax Overrides for Customers and Items

This video explains how to create and apply Tax Overrides in 10X ERP. Users can configure overrides by Customer, Customer Location, Customer Tax Group, Item, Item Tax Group, or a combination of Customer and Item. Tax Overrides allow you to either change the tax rate applied to a transaction or make an item non-taxable. The example demonstrates a product normally taxed at 7% being reduced to 5% through an active Tax Override rule on a Sales Order.

• Navigate to Admin > Sales Tax > Overrides to view and manage existing Tax Override Rules.
• Create a Tax Override by selecting criteria such as Customer, Customer Location, Customer Tax Group, Item, or Item Tax Group.
• Combine Customer and Item criteria to create more specific Tax Override Rules when needed.
• Set the Override to either Apply a Different Tax Rate or Mark the Transaction as Non-Taxable.
• Review Sales Orders to confirm the Override is correctly changing the Tax Calculation based on the configured Rule.