Troubleshoot tax exemptions

Goal

Fix cases where an exemption does not apply or tax still looks wrong on documents.

Common issues

Exemption not applied on a document

Row inactive or outside valid from / valid to.
Party / item / tax category on the line does not match the exemption’s scopes (empty scopes are broader; filled scopes must match).
A more specific competing exemption may win; check weights (party 4, item 2, category 1).
Determination preview: if no rule matches and no exemption matches, API returns "No tax determination rule matched the supplied criteria."

Cannot edit an existing exemption

Expected: delete and recreate. There is no update endpoint.

Detail / show fails

List delete and create are supported; relying on a show-only deep link may 404 if the client calls a missing show route — use the list columns.

Wrong treatment

Exemptions only allow exempt and zero_rated. For reverse_charge use a tax determination rule, not an exemption.

Module / permission

Missing nav → enable statutory_compliance and tax.view.
Cannot create → need tax.manage.