Configure taxes and tax overrides

Configure taxes so customers in Texas are charged 8.25% for physical goods, exempt digital downloads, and apply a tax override for wholesale account 223 to make them tax-exempt. Verify sample orders for each case and save the settings.

Before I finalize tax rules for new bundles, make it easy for finance to approve: surface the current nexus states we collect in, show total monthly tax collected by state, list which SKUs are currently tax-exempt, and flag any products incorrectly tagged as digital that would change tax liability.

I received a ticket: wholesale buyer FarmGoods LLC, account 223, was charged tax on a shipment this morning even though they have an exemption on file. I don’t know whether it’s a tagging error, a tax override misconfiguration, or a carrier/location mismatch. What’s the most likely cause and the step-by-step checks to confirm and fix it so they get a refund fast and I prevent recurrence?

Every quarter I’m issuing refunds because tax-exempt accounts or bundle SKUs were taxed incorrectly. I keep reworking product tags and overrides, which eats finance time and angers wholesale partners. Which habit should I change: a product tagging standard, a monthly reconciliation, or a staging test for tax scenarios? Recommend a durable change and a simple checklist to stop recurring tax mistakes.