Editing Customer-Based Exemptions
You can update an existing customer-based exemption in Galvix to correct errors or add missing details.
Steps to Edit a Customer-Based Exemption:
- Navigate to Settings → Exemption Rules → Customers.
- Locate the exemption you want to edit in the list of existing customer-based rules.
- Click the three-dot menu next to the exemption.
- Select ‘Edit’ from the dropdown menu.
- In the form that appears, you can update the following details:
- Jurisdiction
- Exemption Type
- Valid From date
- Valid Till date
- Exemption Certificate
- Certificate Number
- After making the necessary changes, click ‘Save’ to apply the updates.
Editing an exemption will not adjust tax on historical transactions that were already reported as part of an approved or filed return.