A Tax jurisdiction for an account is determined through address validation. When the address that determines tax jurisdiction is changed, any existing tax jurisdiction override related to that account or service should be evaluated and removed if the new address is physically in a different tax jurisdiction than the previous address. Failure to remove overrides that are no longer applicable following an address change can result in charging taxes incorrectly. Rather than having service representatives evaluate and clear tax jurisdiction overrides when appropriate, you can configure the system to automate this process. This can reduce mistakes and help ensure taxes are charged correctly following an address change.
When a change is made to an address used for taxing purposes, if any Tax Jurisdiction Overrides are associated with the address, they will be automatically cleared. The Tax Jurisdiction Override will only be cleared if the updated address falls in a different tax jurisdiction than the previous address.
When enabled this functionality applies whether the address change is made in Desktop Client or Customer Care and applies to the following addresses:
Primary Customer Contact
Service Contact
Service Address (when editing from the context of an account or a service). This functionality does not apply when changes are made to service addresses from Service Address Management (client) or Manage > Service Addresses (Customer Care).
Audit Log entries will show when the tax jurisdiction override is cleared in this way.