You can now control automatic tax calculations at the customer level, giving you granular control over which customers have taxes automatically calculated on their invoices.

Customer-Level Tax Calculate Overrides

Previously, automatic tax calculation was configured at the account level and applied to all customers. With this update, you can now override the account-level setting for individual customers, providing more flexibility for complex billing scenarios.

The new automatic_tax_enabled setting on customers works as follows:

• true: Always calculate taxes automatically for this customer (regardless of account setting)
• false: Never calculate taxes automatically for this customer (regardless of account setting)
• null: Inherit the account-level automatic tax setting (default behavior)

Configuration Options

You can configure customer-level automatic tax settings through:

• Customer API: Use the automatic_tax_enabled field when creating or updating customers
• Orb Dashboard: Navigate to the customer's billing details section to modify their tax settings
• Bulk Operations: Update multiple customers programmatically via the API

When a customer has a specific tax setting configured, you'll see an "Override" label in the dashboard. When inheriting from the account setting, it will show "Account setting".

Use Cases

Gradual tax rollout: Enable automatic tax calculation for select customers during testing phases before rolling out to your entire customer base.

External tax use cases: When tax is handled in a separate system, this setting can ensure tax is skipped in Orb and not double taxing your customer.

The customer-level setting takes precedence over the account-level setting, ensuring you have complete control over tax calculation behavior for each customer relationship.