Adding Customer-Based Exemptions

To add a customer-based exemption, navigate to Settings → Exemption Rules → Customers. Here, you'll find a list of existing customer-based rules (if any) and an ‘Add Rules’ button to begin. In the form that appears:

1. Select the customer to be exempted.
2. Choose the jurisdiction where the exemption applies.
3. Select the exemption type. Galvix currently supports four exemption types:
   • Resale
   • Government Entity
   • Customer Exempt
   • Marketplace
4. Set a ‘Valid from’ date.
   • The exemption will apply to all transactions of this customer in the selected jurisdiction starting from this date.
5. Set a ‘Valid till’ date.
   • The exemption will apply up to this date.
   • If the exemption does not expire, select a distant future date (E.g., Dec 31, 2099).
6. Upload the exemption certificate (optional).
7. Enter the certificate number (optional).
8. Save the Exemption:

• Click ‘Save and Add Next’ to add more customer exemptions.
• Click ‘Save and Close’ to finalize.

Once applied, all transactions for the specified customer within the selected jurisdiction will have an expected tax of $0.00. Any new transactions imported into Galvix for this customer in the same jurisdiction will also reflect a tax expectation of $0.00 until the exemption expires.