GreeneStep Help - Create a tax type for customers

Create a Special Tax Rules for a set of Customer Type

Create a Customer Type

Menu Path: CRM > Masters > Customer Type

Enter the Code and Description

Menu Path: CRM > Masters > Customers > Sundry

Select the Customer Type (Assigning the customer to Customer Type group)

Prerequisites

Create Tax Rules

Menu Path: Finance > Masters > Tax Rules

Select the Tax
Select Customer Type and Save

Customer with Tax Rule

Note: Now all the customers listed in the customer group selected will have the same tax rule defined.

Prerequisites

Set Tax Code and Tax Component
Select the Customer type in the "Sundry Tab" at each customer level

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