Tax configuration and exemptions
The Taxes tab lets you configure tax-related settings for an individual customer, including tax-exempt status and integration-specific identifiers for your tax calculation provider.
Tax settings
Two fields control the customer's core tax configuration:
| Field | Type | Description |
|---|---|---|
| Tax ID Number | Text | The customer's tax identification number (e.g., EIN, VAT number). Used for record-keeping and may be passed to your tax provider. |
| Tax Exempt | Toggle | When enabled, this customer is not charged sales tax on their orders. |
Enabling Tax Exempt removes sales tax from the customer's orders regardless of their location or your tax rules. Ensure you have the appropriate tax exemption documentation on file before enabling this setting.
The customer must log in to this profile during checkout to receive the exemption. An order placed as a guest is taxed normally, even when the email address on it matches this profile. If you calculate tax through Avalara, TaxJar, Sovos, or Anrok, the integration fields below have to be configured as well. See Tax Exempt Customers.
Avalara integration
If your account uses Avalara for tax calculation, configure these fields to link the customer to their Avalara record:
| Field | Description |
|---|---|
| Avalara Customer Code | The customer identifier in your Avalara account. |
| Avalara Entity Use Code | The entity/use code that determines the customer's tax exemption category in Avalara. |
TaxJar integration
If your account uses TaxJar, configure these fields:
| Field | Description |
|---|---|
| TaxJar Customer ID | The customer identifier in your TaxJar account. |
| TaxJar Exemption Type | The exemption category for this customer. |
Available exemption types:
| Value | Description |
|---|---|
| Government | Government entity exempt from tax. |
| Marketplace | Marketplace facilitator exemption. |
| Non-Exempt | Customer is not exempt (default behavior). |
| Other | Exemption type not covered by the standard categories. |
| Wholesale | Wholesale/resale exemption. |
Sovos integration
If your account uses Sovos for tax calculation:
| Field | Description |
|---|---|
| Sovos Customer Code | The customer identifier in your Sovos account. |
A customer record with the exemption on file has to exist in Sovos under that same code. The code alone does not create one.
Anrok integration
No Anrok specific customer fields are documented for this tab. Confirm any customer level exemption setup with Anrok directly before you rely on it at checkout.
Related pages
- Tax Exempt Customers -- the three requirements for an exempt customer to check out tax free, and what to check when one is charged tax anyway
- Customers overview -- capabilities summary and page navigation
- QuickBooks and sales tracking -- accounting integrations and QuickBooks tax exemption codes
- Billing addresses and payment settings -- billing addresses including Tax County field