When a customer enters tax exempt information, the 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
- Select the ‘View’ button for the order
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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.
- Select the ‘Edit’ tab
- Remove the “Organization name” and “Tax exempt number” from the Tax-Exempt information fields.
- Select ‘Get Shipping Quotes’
- Select ‘Apply to Order’ to re-apply shipping (this is necessary even when Pick-up at store is chosen)
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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
- Select the ‘View’ button for the order
- Select the ‘Edit’ tab
- Fill in all the Tax-Exempt information fields
- Select ‘Get Shipping Quotes’
- Select ‘Apply to Order’ to re-apply shipping (this is necessary even when Pick-up at store is chosen)
-
Select ‘Submit Changes’
- The tax is now removed from the order.