Tax Codes not Pulling in Based on Shipping Address (US)
I am working on setting up taxes for a company that has Nexus and files in multiple US states. The home state is PA. First off, should I be leaving the tax item empty on the customer record if I want to pull the cade code in based on the shipping address? It seems any code set at the customer level overrides what would be pulling in for the shipping state.
When I make sure the tax item at the customer record level is blank, it appears to only pull in my tax codes correctly for PA and not for out of state shipping addresses. I tried to remediate this by setting those states to their overall state code, but it is still not working. I tested it with a taxable customer in NJ. See set-up page settings in image attached.
What am I missing here and how can I ensure the tax codes are pulling based on shipping address for out of state? Anything out of state defaults to not taxable even when the customer is set to taxable = Y and tax item = blank
Issues Solved via the below: