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Add a Tax Group for Customers or Vendors who should not be charged tax

Problem Details:

Need to add a new tax group for Customers or Vendors who should not be charged any tax.

 

Solution:

To add a Tax Group which does NOT charge tax do the following:

  1. Open Common Services -> Tax Services -> Tax Groups

  2. Give your new Tax Group a Name and optionally a description (e.g. NOGST)

  3. Do not assign any Tax Authorities to the group and no tax will be calculated. Alternatively, assign a Tax Authority but make sure Tax Class is non-taxable.

  4. Assign Customers or Vendors to use this Tax Group so that no tax will be calculated or charged.

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