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title	Enable Tax Exempt Status using the Portal

Non-Profit profit and Governmental entities that qualify for a tax-exempt status can apply this setting to their platform entity. This provides the proper mapping for Level II data submission when tax amounts are set to 0%.

Info
Tax exempt status is available for Commercial Retail and Commercial Card Not Present transansactions transactions only.

Note: To display the Parameters tab and Auto Tax Exempt Enabled parameter for your Group(s), contact your Payrix representative to enable visibility.

To apply tax-exempt status to non-profit entity groups from the Groups page:

Step 1: Navigate to the Groups page under the Management section.
Step 2: Click on the desired group (or Add a new Group if needed) & enter the Group Profile page.
Step 3: Click on the Parameters tab, then click the ADD PARAMETERS button.
Step 4: Click the edit icon in the upper-right corner, then check “Auto Tax Exempt Enabled” and confirm.
Step 5: Return to the Group Profile page, then click the ADD MEMBERS button to Add the Merchant as a Member.

Click Save to complete the Merchant enrollment in the Tax Exempt Group.

Note
Warning: Not all Merchants using the Auto Tax Exampt Exempt Enabled feature can qualify for Level II interchange rates on Visa or Mastercard. See the section below for a list of ineligible MCCs.

Inelgibile Merchant Types (MCCs) for Tax Exempt Level II Interchange Rates

Ineligible MCCs	Descriptions of Merchant Type
3000–3999	Airlines/Car Rental Companies/Hotels
4112	Passenger Railways
4411	Steamship and Cruise Lines
4468	Marinas, Marine Service and Supplies
4511	Airlines and Air Carriers
4722	Travel Agencies and Tour Operators
5499	Misc Food Stores - Speciality Markets and Convenience
5541	Gas/Service Stations with/without Ancillary Services
5542	Automated Fuel Dispensers
5812	Eating Places and Restaurants
5814	Fast Food Restaurants
5962	Direct Marketing – Travel Related Arrangements Services (High Risk)
5966	Direct Marketing – Outbound Telemarketing Merchant (High Risk)
5967	Direct Marketing – Inbound Teleservices Merchant (High Risk)
5983	Fuel Dealers - Fuel, Oil, Wood, Coal, Lique
7011	Lodging – Hotels, Motels, and Resorts
7512	Automobile Rental Agency
7513	Truck & Utility Trailer Rentals

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Expand

title	Enable Tax Exempt Status using the Payrix API

Non-Profit profit and Governmental entities that qualify for tax-exempt status can apply this setting to their platform entity. This provides the proper mapping option properly maps for Level II data submission when tax amounts are set to 0%.

Info
Tax-exempt status is available for Commercial Retail and Commercial Card Not Present transansactions transactions only.

Tipnote
Warning: To enable the `/parameters` endpoint and `autoTaxExemptEnabled` parameter for your Group(s), contact your Payrix representative.

To apply tax-exempt status to non-profit entity groups using the /parameters Payrix API endpoint, send the following request:

Code Block
POST https://test-api.payrix.com/parameters

Code Block

language	json

{
  "login": "{{yourLoginID}}",
  "org":"{{merchantsOrg/GroupID}}",
  "autoTaxExemptEnabled":"1",
  "inactive":"0",
  "frozen":"0",
  }

Note
Warning: Not all Merchants using the Auto Tax Exampt Exempt Enabled feature can qualify for Level II interchange rates on Visa or Mastercard. See the section below for a list of ineligible MCCs.

Warning
Error: If you do not first contact Payrix to enable access to the /parameters endpoint, you will receive the error below:

Code Block

language	json

{
    "errors": [
        {
            "code": 23,
            "severity": 2,
            "msg": "Invalid request for this type of user authentication"
        }
    ]
}

Your successful response should look like the following:

Code Block

language	json

{
    
    "id": "t1_par_1abc2d34ef5g6h7ij89kl01",
    "created": "2023-10-05T13:00:33.442Z",
    "modified": "2023-10-05T13:00:33.442Z",
    "creator": "t1_log_1abc2d34ef5g6h7ij89kl01",
    "modifier": "t1_log_1abc2d34ef5g6h7ij89kl01",
    "login": "t1_log_1abc2d34ef5g6h7ij89kl01",
    "org": "t1_org_1abc2d34ef5g6h7ij89kl01",
    "division": "t1_div_1abc2d34ef5g6h7ij89kl01",
    "partition": "t1__1abc2d34ef5g6h7ij89kl01",
    "autoTaxExemptEnabled": "1",
    "inactive": "0",
    "frozen": "0",
    "minTxnTotal": "null",
    "maxTxnTotal": "null",
    "maxTxnDailyTotal": "null",
    "maxTxnDailyNum": "null",
    "maxTxnMonthlyTotal": "null",
    "maxTxnMonthlyNum": "null",
    "maxSubscriptionFailures": "null",
    "minPayoutCreditTotal": "0001",
    "maxPayoutCreditTotal": "null",
    "minPayoutDebitTotal": "-0001",
    "maxPayoutDebitTotal": "null",
    "minAvailableFunds": "null",
    "minStatementDebitPayoutDelay": "5",
    "minFundsPayoutTotal": "500",
    "minPayoutDelay": "3",
    "minFirstPayoutDelay": "3",
    "payoutDelayIncludeOffDays": "0",
    "payoutIncludePending": "0",
    "amexEnabled": "0",
    "optBlueEnabled": "0",
    "discoverEnabled": "0",
    "discoverAcquiredEnabled": "0",
    "mc3dsEnabled": "0",
    "visa3dsEnabled": "0",
    "amex3dsEnabled": "0",
    "discover3dsEnabled": "0",
    "eCheckEnabled": "0",
    "fundingEnabled": "0",
    "debtRepaymentEnabled": "0",
    "verifyDisabled": "0",
    "verifyForBoardingNotRequired": "0",
    "verifyForPayoutNotRequired": "0",
    "refundReleasesReserve": "0",
    "vendorFeesEnabled": "0",
    "vendorFeesExternal": "0",
    "visaMisuseSettlement": "10",
    "visaMisuseTravelAutoSettlement": "20",
    "visaMisuseCardPresentReversal": "24",
    "visaMisuseCardNotPresentReversal": "168",
    "mcMisuseSettlement": "120",
    "minEcheckCaptureDelay": "0",
    "minDebitProcessingDelay": "5",
    "minBoardingOwnership": "0",
    "boardingExemptionsDisabled": "0",
    "mcMisuseCardPresentReversal": "24",
    "mcMisuseCardNotPresentReversal": "72",
    "mcMisuseTravelAutoReversal": "480",
    "boardingDisabled": "0",
    "autoReboardDays": "60",
    "surchargeEnabled": "0",
    "mcInstantPayoutsEnabled": "0",
    "visaInstantPayoutsEnabled": "0",
    "mcInstantPayoutMin": "0",
    "mcInstantPayoutMax": "7500000",
    "visaInstantPayoutMin": "0",
    "visaInstantPayoutMax": "5000000",
    "sameDayPayoutsEnabled": "0",
    "applePayEnabled": "0",
    "googlePayEnabled": "0",
    "sameDayPayoutsDailyMax": "null",
    "minSameDayPayoutCreditTotal": "null",
    "maxSameDayPayoutCreditTotal": "null",
    "minSameDayPayoutDebitTotal": "null",
    "maxSameDayPayoutDebitTotal": "null",
    "accountUpdaterEnabled": "0",
    "updateAllTokensEnabled": "0",
    "accountUpdaterFrequency": "30",
    "minDebitedAvailableFunds": "0",
    "getParametersEnabled": "0",
    "payoutCutoffTime": "null",
    "declineNotificationEmail": "0",
    "decisionMicroserviceEnabled": "0",
    "holdMessagesDisabled": "0",
    "txnDecisionMicroserviceEnabled": "0",
    "omniTokenEnabled": "0",
    "passTokenEnabled": "0",
    "debitGracePeriod": "null",
    "negativeBalanceLimit": "null",
    "negativeBalanceEmail": "0",
    "positiveBalanceEmail": "0"
}

Note: All other non-applicable response parameters above are set with their default values.

Visit our API Documentation to read more about the other available response fields' descriptions.

See the descriptions below for the applicable response parameters.

Parameter	Description	Notes
`id`	The Org parameter configurations ID.	Recall this ID if you want to enable, change, or disable any individual org parameter.
`created`	The date and time at which this resource was created.
`modified`	The date and time at which this resource was modified.
`creator`	The identifier of the Login that created this resource.
`modifier`	The identifier of the Login that last modified this resource.
`login`	The Login that owns this resource.
`org`	The identifier of the Org resource that this Parameter resource is associated with.
`autoTaxExemptEnabled`	Whether to assume a transaction is tax-exempt if no tax is set for Level II processing.	Valid Values: `0` - Disabled `1` - Enabled

Inelgibile Merchant Types (MCCs) for Tax Exempt Level II Interchange Rates

Ineligible MCCs	Descriptions of Merchant Type
3000–3999	Airlines/Car Rental Companies/Hotels
4112	Passenger Railways
4411	Steamship and Cruise Lines
4468	Marinas, Marine Service, and Supplies
4511	Airlines and Air Carriers
4722	Travel Agencies and Tour Operators
5499	Misc Food Stores - Speciality Markets and Convenience
5541	Gas/Service Stations with/without Ancillary Services
5542	Automated Fuel Dispensers
5812	Eating Places and Restaurants
5814	Fast Food Restaurants
5962	Direct Marketing – Travel Related Arrangements Services (High Risk)
5966	Direct Marketing – Outbound Telemarketing Merchant (High Risk)
5967	Direct Marketing – Inbound Teleservices Merchant (High Risk)
5983	Fuel Dealers - Fuel, Oil, Wood, Coal, Lique
7011	Lodging – Hotels, Motels, and Resorts
7512	Automobile Rental Agency
7513	Truck & Utility Trailer Rentals

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Old Version 8

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