Many may be wondering how to setup tax exemption in their eCommerce stores for their customers. There is a simple step-by-step process this article will discuss to set up tax exemption for your customers in your eCommerce store through Magento.
Create a new “Customer Tax Class”.
Click “Add New”.
Create a new Customer Group.
We will now see our new “Tax Exempt” Group.
Next we can take a look at the “Tax Rules” that are setup:
We will notice that the Tax Rule only applies to Customer Tax Class “Retail Customer”.
Now we can assign customers to our new “Tax Exempt” group.
Once this setup has been completed run a test transaction for this customer to ensure that they are NOT charged tax when shipping to a state that you would normally be charging tax for.
If you have any questions or concerns, don’t hesitate contact us at Centennial Arts with the link below!