Shopify B2B Wholesale Solution

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How to exempt tax for non-registered VAT customers?

There are 3 approaches to exempt tax for non-registered VAT customers:

Approach #1

  1. From the app admin page, find WHOLESALER REGISTRATION FORM
  2. Click Registration management > edit the customer you want
  3. In Approve/Reject customer account, you can see Tax Exempt checkbox
  4. Please tick this option > click Save

Approach #2

  1. Access Shopify Admin => Customers
  2. Edit a customer => Find Manage Tax
  3. Uncheck Collecting tax
  4. Click Save to apply the changes

Approach #3

  1. From the app admin page, find WHOLESALER REGISTRATION FORM
  2. Click Form, edit the form you want
  3. In Auto tax-exempt, select Yes
  4. Click Save to apply the changes
Note:
  • Approach #1 and #2 are applied to an individual customer manually
  • Approach #3 is automatically applied to all approved customers
Hope this helps!
Let me know if you need further assistance. We are happy to help.
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