Tax Code Defaults

Tax Codes can be applied to both the Customer as well as the Product. These default selections are enforced when creating a new order, and will set the tax code depending on on the selection in the Portal Settings. To review: The Portal Settings allow you to determine the default tax selection that is applied to your orders, based either on the Customer or the Product. When making this decision, be mindful that the option that is not selected will act as an override to ensure that tax is being applied.

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Selecting Customer changes the override option to Product

Selecting Product changes the override option to Customer