My Account - Preferences - Payment Methods - Manage Tax Information

The Tax Information section enables users to view and edit the VAT number, as well as manage tax exemption information.

This section is only available if enabled by the administrator and the user has permission to do at least one of the following:

  • View tax override
  • Edit VAT number
  • View VAT number
  • Edit tax exemption
  • View tax exemption

To access My Account:

  • Select the Settings icon in the screen's upper-right corner and select the My Account link.
  • Select the Navigation icon in the screen's upper-right corner and select the My Account link.

Select the Preferences tab on the left. Then, select the Payment Methods tab.

The tab name may appear differently in your portal, depending on the display name configured by the administrator in My Account Preferences.

Note: Users must have permission to manage My Account in order to have access to the Preferences tab.

Administrator Note: The Tax Information section appears if at least one CCH account has been configured for the portal.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
My Account - Manage Allow users to view and modify their preferences on the My Account screen. The user must have this permission to access My Account. This permission cannot be constrained. This is an end user permission. Core
Tax Override - View Grants ability to view the Override value for users on their Payment Methods in My Account. This permission cannot be constrained. eCommerce
VAT Number - User Edit Grants ability to add and edit the VAT number for users on their Payment Methods in My Account. This permission cannot be constrained. eCommerce
VAT Number - View Grants ability to view the VAT number for users on their Payment Methods in My Account. This permission cannot be constrained. eCommerce

Edit Tax Information and Tax Exemption

By default, the information displays as read-only. The fields can be edited by selecting the down arrow in the upper-right corner of the section to open the options drop-down. Select the Edit option in the drop-down. This enables all fields in the section to be editable.

  • VAT Number - This field displays the user's VAT (value added tax) number. This field is only visible to users with the appropriate permissions. This field can only be edited or deleted by users with the appropriate permissions.
  • Override Amount - This field displays the user's tax override amount, which is a user specific tax amount or tax rate. The override tax amount or rate is applied to each taxable item in the transaction. This field is only visible to users with the appropriate permissions. Note: The Override Amount field is always read-only.