This setting overrides general setting, categories setting, and product type Sales tax/VAT setting.
Salesbuildr allows you to configure VAT or sales tax at the company level, enabling exemptions or applying specific rates based on customer location (e.g., international clients or cross-state transactions). You can also mark a company as tax-exempt if applicable.
🔧 How to Configure Company-Level VAT
Navigate to the Companies menu
Go to the Companies section in the main menu and click on the company name you want to edit.
Click on the Edit button
Open the Admin Tab
In the edit modal, click on the Admin tab at the top right.
Scroll to the Default VAT/Sales rate field
You’ll find a dropdown with the following options:
Use customer default VAT rate (default)
Applies the VAT rate configured at the customer level. If none is configured, the general Salesbuildr VAT setting is used.Select a specific tax rate
Choose from available configured tax rates if a unique rate should apply to this customer.
🏷 Marking a Company as Tax-Exempt
Below the Default VAT/Sales rate field, you’ll find a toggle labeled Tax-Exempt. This toggle can only be activated if a valid VAT number is stored for the company.
When enabled, no tax will be applied to transactions involving this company.