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
Follow the below steps to learn how to mark an existing customer for tax exemption:
- From your Shopify admin, go to Customers section and Click on the customer that you want to exempt from taxes.
In this example, we are choosing our 'Test Customer'.
- From the customer detail page, click the … button, and then click Manage tax settings.
- In the Tax settings section, select Don't collect tax option and click Save to apply the changes.
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 Customer Signups section from the Wholesale All In One app dashboard.
- Select the Pending Approvals tab
- Select the customer to approve as tax-exempt.
- Select the checkbox called Don't charge sales tax on the orders for this customer and click the Approve customer button to approve the customer as tax-exempt.
That's all