Learn how to add a customer in Global Tax Determination.

1. Go to Settings > Advanced Settings.
   The legacy settings open in a new tab.
2. Click Manage.
3. Select the organization in the side panel.
4. Click the Customer tab, then click Create/Edit Customer.
5. In Step 1, enter the customer code and customer name.
   The customer code and name identify the customer in Global Tax Determination.

   • The customer code and customer name do not have to be the same.

   • The customer code can't contain spaces and it must be unique within the organization.

   • The customer name can contain spaces and does not have to be unique.

6. Set the customer status:
   • If you are currently doing business with this customer, select the Active box.
   • If the customer is inactive, leave the box blank.
7. In Step 2, set any special tax statuses that apply to the customer:
   • If the customer has an exemption, select the Entity/Use Code for that exemption, then click >. The Entity/Use Code will move from Available Entity/Use to Selected Entity/Use.
   • If the customer is not tax-exempt for any reason, leave Standard Taxing Jurisdiction Based Rules (Default) in Selected Entity/Use.
   For more information, read about Entity/Use Codes in this article.
8. In Step 3, select the Third Party box if you are a dropshipper and you ship goods to this customer on behalf of the seller.
9. Click Save.