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)"

[JessicaSmith]

Nevermind, created a new commercial to test- not happening for commercial. @BCN 

[BCN]

Issue should be resolved now

[kd3004]

This is happening across our whole franchise... This is not a feature we want turned on, everything we do in NC is taxable! Just started today

[BCN · Accepted solution]

There was an error where that back-end feature got toggled for multiple accounts accidentally. It should now be reverted. 

[lacygrant]

I have a customer we created today and it did not revert back. How do I get it fixed to make the customer taxable?

[JessicaSmith]

I had this happen at one of my tenants today too! Support and my CSM are looking into it. Interesting to see that it's not just us.

[thogan]

Thanks for responding both on here and FBSTM! haha

[JessicaSmith]

You're welcome 😂 Figured there's a lot of people there who wouldn't see my answer here!