Add a customer's tax obligation
Learn how to add a tax obligation for a customer in Tax Determination.
- Go to Settings > Advanced Settings.The legacy settings open in a new tab.
- Click Manage.
- Select the organization in the side panel.
- Click the Customer tab, then click Manage Tax Obligation.
- Select the customer in the side panel.
- In Step 1, select the taxing jurisdiction where your customer is obligated to collect taxes, then click Show.You can use the dropdowns to filter the list of jurisdictions.
- In Step 2, select the registration status for the taxing jurisdiction.
- If the taxing jurisdiction is outside of the United States, enter the registration number.The Active box is automatically selected after you enter the registration number.
- Click Save.
