This article will cover off tax exemptions on Shopify sales
When a sale integrates to Blackpurl from Shopify, 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
Shopify collects the correct tax for the customer's address due to its integration with Avalara
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 Shopify order match
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 for Shopify have been added to Blackpurl
For our example, we will create tax rates and an Account Type for customers from Walla Walla, Washington
To do this, go to System Settings -> Tax Management -> Add new rate and Add a new tax code
Tax Rates
Tax Codes
Once the relevant tax rates / tax codes have been created, you can now create the Account Type
Go to System Settings -> Settings & Controls -> Account Types -> Add Account Type
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.
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.
Once done, you can start processing the order for the customer with the correct tax rates
Please note that if a Customer Order already exists for the Shopify order before the correct Account Type was assigned, you will have to click on Recalculate All Pricing on the CO for the price to update
