Automate adding extended tax exemptions to a customer account

You can automatically set extended tax exemptions under specified conditions, for example when an account type is changed. The Set Extended Tax Exemptions action is available under Customer Care in the Actions menu. It supports setting up to 10 extended exemptions on a customer account, at the account level.

To use this action, create a new trigger to drive when extended exemptions are to be added, then add this action to the trigger. For example, you can use a Customer Modified trigger to set extended exemptions when an account type is changed. Customer ID and at least one extended tax exemption must be defined. You can define up to nine more exemptions as needed.

The extended tax exemptions in the drop down menus are sorted by tax type then category.