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How To Create A Tax-Exempt Customer In Shopify

Tax-exemption for certain customers is a common feature in eCommerce. Here’s how you can add a Shopify customer account that doesn’t pay taxes when checking out.

Step 1: Add A New Customer

A screenshot of the Shopify dashboard. There is a list of existing customers and a button to add a new customer.

On the Shopify Customers screen, click on “Add customer”.

 

A screenshot of the Shopify interface for creating a new customer. No info has been filled out yet.

This should take you to an area where you can add the customer’s information.

 

Step 2: Enter All Relevant Information

A screenshot of the Shopify interface for creating a new customer. Customer info has been filled out.

Fill out all the relevant info for the customer.

 

Step 3: Uncheck “Collect tax”

A screenshot of the Shopify interface for creating a new customer. The checkbox

When you get to the Tax Exemptions section, make sure “Collect tax” is unchecked.

 

A screenshot of the Shopify interface for creating a new customer. An arrow is pointing to the save button.

Save the customer. This will take you to an area where you can view and edit the new customer’s data.

 

Step 4: Send An Account Invite

A screenshot of the Shopify interface for viewing and editing an existing customer. It's being indicated to click the

Once you’re on the customer’s area, click on “Send account invite” to send the customer a link that lets them set up their own password and activate the account.

 

A screenshot of the Shopify interface for viewing and editing an existing customer. A popup has opened showing who the notification is going to, and has a button to review the email.

Click on “Review Email”.

 

A screenshot of the Shopify interface for viewing and editing an existing customer. The popup now shows what the email notification will look like to the customer, and has a button to send it out.

The popup will now show what the customer will see when they get the invite email. If everything looks good, click “Send notification”, and the email will get sent to the customer.

 

A screenshot of the Shopify interface for viewing and editing an existing customer. A notification has appear that says,

That’s it! Now the customer will get a link to set up their new tax-exempt account.

 

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