> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/samita-wholesale-b2b/add-on-features/set-up-tax-exempt-for-customers-order.md).

# Tax Exempt

Tax Exempt lets you exclude tax from a customer's order. The app adds a tax section to your theme's cart (drawer and cart page) and to the Quick Order Form, where customers enter their tax ID before checkout to get the exemption.

<figure><img src="/files/9LadLIEMpgyKTqipjHFo" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ZiFgPhujKK9QuA5Gfqno" alt=""><figcaption></figcaption></figure>

## Steps to manage

{% stepper %}
{% step %}

### Open Tax exempt

Open the app, go to **Add-on Features**, then click **Tax exempt > Setup tax exempt**, and click **Add new tax exempt**.

<figure><img src="/files/3ymk0vUpr4Q9YNJMP1RK" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Configure how it works

Give it a name in **Title**, and set its **Status**. In **Tax exempt general**:

* Under **Decide how tax is charged**, tick **Add discount to exclude tax from prices** if you want the tax portion excluded from the product price by applying an equivalent discount to each item — this only takes effect if "Include sales tax in product price and shipping rate" is enabled in Shopify's own Taxes and Duties settings.

*Example: a $100 product with a 10% tax rate gets a \~$9.09 discount, bringing it to $90.91 — since 10% tax on $90.91 is about $9.09, the customer's total stays at $100.*

{% hint style="info" %}
If the product already has another discount (like wholesale pricing), the tax-exempt discount is added on top of it.
{% endhint %}

* Under **Choose tax ID type for validation**, tick which of the 5 supported tax ID types the app should validate: **EU VAT API**, **UK VAT API**, **ABN VAT API**, **India GST API**, **US EIN API**.
* Under **Actions**, optionally set an **Auto-Tag Tax-Exempt Orders** tag that's added automatically once an order is tax-exempted, so you can identify it later.
  {% endstep %}

{% step %}

### Choose which customers it applies to

Under **Apply to Customers**, choose **All customers**, **Logged-in customers**, or **Customer tags**. Tick **Exclude Customers** to hide it from certain customers.

{% hint style="info" %}
Unlike Order limit, Extra fee, or Shipping rate, Tax exempt doesn't have separate market or product targeting — it applies store-wide.
{% endhint %}
{% endstep %}

{% step %}

### Configure cart validation

Under **Tax Exempt Setup on Cart**, choose how the tax ID gets validated in the cart. There are 3 options — tick all or only the ones you want.

<figure><img src="/files/oEkolyXc4QZMlPnvBSOQ" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
See [Configure Tax exempt setting on Cart](/samita-wholesale-b2b/add-on-features/set-up-tax-exempt-for-customers-order/configure-tax-exempt-setting-on-cart.md) for what each option does.
{% endhint %}
{% endstep %}

{% step %}

### Choose which EU countries need VAT validation (optional)

Under **Select EU VAT for specific countries**, turn the toggle on and untick any country you don't want validated.

See [Select EU countries for VAT ID validation](/samita-wholesale-b2b/add-on-features/set-up-tax-exempt-for-customers-order/select-eu-countries-for-vat-id-validation.md) for details.
{% endstep %}

{% step %}

### Save

Click **Save**.
{% endstep %}
{% endstepper %}


---

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