Correct a tax exemption
Goal
Fix a wrong exemption certificate when the product has no update path.
Who it is for
Users with tax.manage.
Preconditions
- You understand that Tax exemptions support create and delete only (
POST/DELETE /tax/exemptions/{id}). There is no update (PATCH/PUT) endpoint and the UI does not offer an edit form that persists changes.
Steps
- Open Operations → Tax & Statutory → Tax exemptions.
- Note the certificate, party, item, treatment, category, reason, and validity you need to keep.
- Delete the incorrect row (trash action).
- Choose New exemption and recreate with the corrected values.
- Confirm the new row appears on the list and re-test determination on a draft document if tax still looks wrong.
Result
The incorrect override is removed; the corrected exemption is active for matching.