Adding Channel-Based Exemptions

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

1. Select the channel you want to exempt.
2. Choose the exemption type from the available options:
   • Resale
   • Government Entity
   • Customer Exempt
   • Marketplace
3. Set a ‘Valid from’ date (optional):
   • If specified, the exemption will apply to all transactions from this date onward.
   • If left blank, the exemption will apply to all historical transactions as well.
4. Set a ‘Valid till’ date (optional):
   • If specified, the exemption will be valid for transactions up until this date.
   • If left blank, the exemption will remain active indefinitely until manually disabled.
5. Save the Exemption:

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

Once a channel-based exemption is applied:

• The tax expected for all transactions through this channel will be updated to $0.00.
• Any new transactions imported from this channel into Galvix will also have a $0.00 tax.
• The exemption details will be visible on the transaction details page.