This article will cover off tax exemptions on Shopify sales
Shopify Sale
Shopify calculate the correct tax for the customer's address due to its integration with Avalara
When the Shopify sale integrates to Blackpurl, the internal notes section will tell the user what taxes need to be charged to the customer, based on their address and the total of what the invoice should be
The dealership has to then change the tax rate applied to the Customer Record in Blackpurl so the total of the Customer Order > Parts and Accessories and the Shopify order matches
It is up to the dealership to change the Account Type of the Customer to make sure that they are exempt from the correct taxes and charged the correct taxes
The first thing that you need to do is to ensure that the relevant tax rates and codes (that Shopify are using) have been added and are available in Blackpurl as an Account Type
Example
We are selling to a Customer in Shopify that is from Walla Walla in Washington so we need to make sure that Blackpurl has the relevant tax rates and codes in Blackpurl
Step 1 - Setting up any new tax rates and tax codes required
- This article will go through how to setup any new tax rates and codes - refer to C. and D. - Other Tools > Tax Activity and Settings
Step 2 - Setting up any new Account Types
- Once the relevant tax rates / tax codes have been created, you can now create the Account Type
- This article will go through how to setup a new Account Type - Other Tools > Tax Activity & Settings - Setting up Account Types (includes the control of tax exemptions)
When creating an Account Type, you need to select all of the tax rates that the customers will be exempt from
For our example - you will select all of the tax rates except for Walla Walla County Tax and Washington State Tax
By doing this, the customer will only be charged the Walla Walla County Tax and Washington State Tax.
Step 3 - After creating the Account Type, the next thing to do is to assign it to the relevant customer
- Navigate to the relevant Customer Record, click on Edit, and under Account Type, select the Account Type that you created, then Save
Step 4 - Once done, you can start processing the Customer Order for the customer with the correct tax rates
Tip:
Please note that if a Customer Order already exists for a Shopify Sale before the correct Account Type was assigned to your Customer record, you need to assign the correct Account Type and then on the Customer Order click on 
