Objective

How can I have my regular online customers get charged Tax / VAT, but not the wholesale customers?

Methods to mark a customer as tax exempt

• 1. Set up tax-exempt for an existing customer
• 2. Set up tax-exempt for new customer

1. Set up tax-exempt for an existing customer

Follow the below steps to learn how to mark an existing customer for tax exemption: 

- Let's go to the customer detail page: 
In your Shopify admin, go to 'customers' section then  search and select the customer to exclude tax.

OR, you can directly select the customer from the customers listing page. (Optional)

- From the customer detail page, press the 'Manage' link from the 'Tax Settings' section.

- Uncheck the checkbox called 'Collect Tax' and press 'save' button. 

2. Set up tax-exempt for new customer

You can also mark a  customer as tax exempt during the customer approval process from Wholesale All In One application. 

- Select the 'Manage Customers' section from the Wholesale All In One application dashboard.

- Select the 'Pending Approvals' tab

- Select the customer to approve as tax-exempt.

- Select the checkbox called 'Set this customer as tax-exempt'. 

- Finally, press the 'Approve customer' button to approve the customer as tax-exempt.