Processing Tax Exempt Orders

    When a customer enters tax exempt information, tax is removed from the order. While processing the order, store admins can verify the tax exempt information and  if needed add the tax back to the order.

    ADD TAX BACK TO AN ORDER

    Navigate to: Store > Orders > View Orders

    1. Select the ‘View’ button for the order
    2. Review and verify the tax-exempt information provided by the customer
      • If you find the tax-exempt information to be correct, you may continue to process the order as you normally would, without any additional adjustments to tax. If you feel the tax-exempt information is false, you can add tax back to the order by continuing with the steps below.
    3. Select the ‘Edit’ tab
    4. Remove the “Organization name” and “Tax exempt number” from the Tax-Exempt information fields.
    5. Select ‘Get Shipping Quotes’
    6. Select ‘Apply to Order’ to re-apply shipping (this is necessary even when Pick-up at store is chosen)
    7. Select ‘Submit Changes’
      • The tax is now added back to the order.

    REMOVE TAX FROM AN ORDER

    If your customer places an order through your site without entering Tax-exempt information, and then contacts you to let you know they should be tax-exempt, you can remove the tax from the order by entering their tax-exempt information.

    Navigate to: Store > Orders > View Orders

    1. Select the ‘View’ button for the order
    2. Select the ‘Edit’ tab
    3. Fill in all the Tax-Exempt information fields
    4. Select ‘Get Shipping Quotes’
    5. Select ‘Apply to Order’ to re-apply shipping (this is necessary even when Pick-up at store is chosen)
    6. Select ‘Submit Changes’
      • The tax is now removed from the order.