Home > Shopify Tutorials > Set Up Tax-Exempt Customers

5 Steps to Set Up Tax-Exempt Customers on Shopify

Last updated: September 01, 2024
Written and researched by experts at AvadaLearn more about our methodology

By Sam Nguyen

CEO Avada Commerce

In this post, I will show you how to set up tax-exempt customers on Shopify. Customers who are set to be fully tax exempt will not have to pay any tax upon checking out as long as they use the same email address that is linked to their customer account.

Related Posts:

Note:

If a customer is set to be tax exempt but the the tax is already included in the pricing of a product, then the tax will not be taken away from the listed price, which means he or she will still have to pay the full displayed price.

You could make a customer fully tax exempt by performing a few simple actions from the Customer page in your Shopify admin. Here is the detailed instructions on how to set up tax-exempt customers on Shopify.

Step 1: Go to Customers

After logging in your Shopify account, from your admin, go to the Customers section on your left.

set up tax-exempt customers

Step 2: Click the name of the customer

Your list of customers are on display. Click the name of the customer to be exempt from all sales taxes.

set up tax-exempt customers

Step 3: Click Edit in the Contact section

To the right of the Customer profile page, there is a Contact section. Click Edit.

set up tax-exempt customers

Step 4: Check the Customer is tax exempt box

In Edit Customer, check the Customer is tax exempt box at the bottom of the page.

Imgur

Step 5: Click Save

Click Save and your customer from now on will be tax exempt.

Conclusions

Those are the few steps with illustrations on how to set up tax-exempt customers on Shopify. I hope you find it of great help.

Under the same category as this, you might also be interested in instructions on How to set a product to be exempt from sales tax. Our instructions cover all topics on store management on Shopify, check out our tutorials if you’re interested.


Sam Nguyen is the CEO and founder of Avada Commerce, an e-commerce solution provider headquartered in Singapore. He is an expert on the Shopify e-commerce platform for online stores and retail point-of-sale systems. Sam loves talking about e-commerce and he aims to help over a million online businesses grow and thrive.

People also searched for