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Setting up tax exemptions [UPDATE POST REDESIGN]
Setting up tax exemptions [UPDATE POST REDESIGN]

Allowing tax exemptions for organizations like non-profits

JC Harrington avatar
Written by JC Harrington
Updated over a week ago

In order to allow tax exemptions, you must change the settings for all of your stores individually. To do so, follow these steps:

  1. Go to Locations and select a store

  2. Click on Order Settings and scroll to Required Info

  3. Next to Allow Tax Exemptions, make a selection from the dropdown menu

  4. Click on Update Order Settings

If you select Yes, customers will be able to automatically remove the sales tax when they enter their Tax ID at checkout.

This is what it will look like for customers:


If you select Yes, but require verification, customers will still be able to add their Tax ID but you will have to manually process a partial refund when you receive their tax exemption paperwork. 

This is what it will look like for customers:

You will also have to manually process a partial refund for the tax amount on their order.

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