Sovos Docs

Add a customer's tax obligation

Learn how to add a tax obligation for 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 Manage Tax Obligation.
  5. Select the customer in the side panel.
  6. 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.
  7. In Step 2, select the registration status for the taxing jurisdiction.
  8. 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.
  9. Click Save.