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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). The tax exemption settings used is determined by where the tax address is configured. If a tax address from a parent an invoicer account is used when taxing child sub-account charges then the exemption settings on the parent invoicer account will be used. If the tax address is taken from a child sub-account then the exemption settings from the child sub-account will be used during taxation
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