My Account - Preferences - Payment Methods - 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

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

Edit Tax Information and Tax Exemption

By default, the information displays as read-only. The fields can be edited by clicking the down arrow in the upper-right corner of the section to open the options drop-down. Click 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.