New Customers being defaulted to Non-Taxable

[thogan]

A few members of my office staff alerted me that this morning (5/5/22) Each new customer that called in and was booked was being defaulted to a Non-Taxable customer status. Did something change, and is there a way to revert this setting? The change seems to have affected both of the 2 companies we have on Service Titan.

[BCN · Accepted solution]

Are new commercial customers being marked tax-exempt as well? There is a back-end feature: "When creating a new customer all residential customers will default to tax-exempt while Commercial customers will be set as taxable. (Common for Texas)"

[kd3004]

EVERY new customer we create is being marked tax exempt. Had an online booking do it as well. Of course we are a franchise and our ST chat/email support is closed today as I guess they are in TX and Cinco de Mayo is a holiday Help!!!

[amberjm]

The same thing happened with us and we had to fix on our own! 

[wch_alex]

Hi, So I am not 100% sure on this topic but I think this has something to do with your tax zones (Settings -> Tax Zones) and how they are setup. I think what you could do if you don't want to deal with tax in ST you could just set everything to 0%? I am not a tax expert nor do I claim to be but this could be the issue if you don't have you tax zones setup properly, I have LINKED an article from the knowledge base describing what I am talking about.

If this helped please leave a kudo below!

[thogan]

Thanks for also posting about this. I posted the same issue under "call booking" as that is where my staff is seeing it occur.

[kd3004]

That's where I noticed it but felt as though it may be an accounting error so...

[jaym_hal]

We are receiving this as well--just started today to my knowledge.

[BCN · Accepted solution]

Are new commercial customers being marked tax-exempt as well? There is a back-end feature: "When creating a new customer all residential customers will default to tax-exempt while Commercial customers will be set as taxable. (Common for Texas)"

[hsilveira]

We are in Texas and attempting to figure out how to back door this feature so that anytime we enter in a new residential customer, it automatically defaults them to non-taxable. How do you go about that?

[JessicaSmith]

I haven't had any new commercial customers created today so I can't confirm. But I can confirm it's happening in all of my tenants.