5 Steps to Set Up Tax-Exempt Customers on Shopify

Michael November 08, 2018


In this post, I will show you how to set up tax-exempt customers on Shopify. Customers who are set to be fully tax exempt will not have to pay any tax upon checking out as long as they use the same email address that is linked to their customer account.

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If a customer is set to be tax exempt but the the tax is already included in the pricing of a product, then the tax will not be taken away from the listed price, which means he or she will still have to pay the full displayed price.

You could make a customer fully tax exempt by performing a few simple actions from the Customer page in your Shopify admin. Here is the detailed instructions on how to set up tax-exempt customers on Shopify.

How to set up tax-exempt customers

Step 1: Go to Customers

After logging in your Shopify account, from your admin, go to the Customers section on your left.

set up tax-exempt customers

Step 2: Click the name of the customer

Your list of customers are on display. Click the name of the customer to be exempt from all sales taxes.

set up tax-exempt customers

Step 3: Click Edit in the Contact section

To the right of the Customer profile page, there is a Contact section. Click Edit.

set up tax-exempt customers

Step 4: Check the Customer is tax exempt box

In Edit Customer, check the Customer is tax exempt box at the bottom of the page.


Step 5: Click Save

Click Save and your customer from now on will be tax exempt.


Those are the few steps with illustrations on how to set up tax-exempt customers on Shopify. I hope you find it of great help.

Under the same category as this, you might also be interested in instructions on How to set a product to be exempt from sales tax. Our instructions cover all topics on store management on Shopify, check out our tutorials if you’re interested.

Hello, I'm Micheal. I'm a Shopify Expert who specialized in developing the user interface, layout, and other components for e-commerce websites. I have many years of experience with the Shopify platform and have worked with thousands of store owners.
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