Page Comparison

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• Tax Category: classifies the account to determine how to tax it (business, residential, etc.). During taxation only tax codes with a matching account tax category will be selected from to determine which tax rates should be applied

• Lifeline Customer: allows you to flag the account as lifeline eligible (this setting only applies in AvaTax integrated environments and is only applicable to addresses in the United States)

• Tax Exempt Level: the options here allow you to exempt all or specific taxes (state, federal, etc.) when transactions are taxed on the account. Specific exemption levels (federal, state, county, local) only apply when these details are present on the applicable tax rates (i.e. when an external tax vendor such as AvaTax is calculating taxes). If another account is being billed for an account's subscription and usage charges then these tax exempt settings will still be observed when charges are applied to the invoiced accountThe tax exemption settings used is determined by where the tax address is configured. If a tax address from an invoicer account is used when taxing sub-account charges then the exemption settings on the invoicer account will be used. If the tax address is taken from a sub-account then the exemption settings from the sub-account will be used during taxation

Customer Portal

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