Handling tax exempt customers

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Some customers, like wholesalers and nonprofit organizations, can be exempt from taxes. Online store allows to mark such buyers as non-taxable, so they can check out on your store without having tax applied to their order. For instructions on setting up taxes, please refer to this article: Taxes

In this article:

How to mark customers as tax exempt

In order to exempt a customer from paying taxes in your store, you should mark him as non-taxable in your control panel. How to set it up:

1. Go to the Сontrol panel → My Sales → Customers page

2. Find the customer on the list by name or email and click on the pencil icon to edit the customer’s profile

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3. Enable tax exempt and don’t forget to save the changes.

That’s it. Now the customer is marked as tax exempt and they are paying no taxes buying goods in your store. You can always check this status in the Tax exempt column at the Customers page.

A customer marked as tax exempt still see taxes at checkout

In order to get a 0% tax rate, non-taxable buyers have to sign in at checkout before placing an order. Otherwise, the standard taxation rules configured in the store will be applied.

Such customers should be advised to log in before purchase using the correct email. You as the store owner can check this email in your Control Panel → My Sales → Customers.