05-05-2022 06:36 AM
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.
Solved! Go to Solution.
05-05-2022 06:55 AM
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)"
05-05-2022 07:47 AM
There was an error where that back-end feature got toggled for multiple accounts accidentally. It should now be reverted.
05-05-2022 06:47 AM
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!!!
05-05-2022 01:09 PM
The same thing happened with us and we had to fix on our own!
05-05-2022 08:29 AM
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!
05-05-2022 06:50 AM
Thanks for also posting about this. I posted the same issue under "call booking" as that is where my staff is seeing it occur.
05-05-2022 06:57 AM
That's where I noticed it but felt as though it may be an accounting error so...
05-05-2022 07:01 AM
We are receiving this as well--just started today to my knowledge.
05-05-2022 06:55 AM
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)"
11-18-2022 12:46 PM
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?
05-05-2022 07:07 AM
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.