Set up Tax exempt for customer's order

Tax-exempt feature allows you to exclude taxes from a customer's order. The app will display a tax section in the cart (cart drawer and cart page of your theme) as well as in our Quick Order Form, where customers can enter their tax ID before checkout to receive a tax exemption.

For better understanding how to set it up, kindly follow the below instruction:

Step to manage:

1. From the App dashboard page > Click on Tax exempt section > Set up tax exempt:

1. In the Tax exempt setting page, set up name for this Tax setting and manage its status by toggling on and off slider:

If you configure multiple tax-exempt settings, a Priority option will appear as shown below. This allows you to set the order of precedence. The higher the number, the higher the priority of that tax setting.

1. In the Tax exempt general section, you will set up how the tax exempt should function in your store.

• At the moment, the app supports validating 5 types of tax ID, tick on the type you want the app to work with (you can tick all or some types only):

• To recognize which order has tax-exempt, you can set up an order tag here. This tag will be auto-added to the customer's order once their order has been tax-excluded from the app:

• Decide How Tax Is Charged: This option help you add a Discount to Exclude Tax from Product Prices:

You can choose to apply a discount to each item to exclude the tax portion from the product price. If this option is enabled, the system will automatically apply a discount equivalent to the tax amount, as shown in this example:

Example:

• Original product price: $100

• Applied tax rate: 10%

• Discount applied to exclude tax: ~$9.09

=> Final product price after discount: $100 - $9.09 = $90.91 (10% tax on $90.91 is approximately $9.09, so the total remains $100)

Note: If the product already has an existing discount (e.g., wholesale pricing), the tax-exempt discount will be added on top of the current discount.

1. In the Customer condition section, you can choose which type of customers will get this tax-exempt applied.

It can be for everyone accesses your store or only some specific customers who login/login with tag:

1. Tax Exempt Setup on Cart: This setting helps you configure how the tax ID is validated in the cart.

There are 3 options, you can tick on all or only specific ones:

1. Select EU VAT for specific countries: Choose which countries within the EU will require Tax ID validation. Click here to get more information about this setting.

1. After finishing the setup, click Save.