Tax configuration and exemptions

The Taxes tab lets you configure tax-related settings for an individual customer, including tax-exempt status and integration-specific identifiers for your tax calculation provider.

Tax settings

Two fields control the customer's core tax configuration:

Field	Type	Description
Tax ID Number	Text	The customer's tax identification number (e.g., EIN, VAT number). Used for record-keeping and may be passed to your tax provider.
Tax Exempt	Toggle	When enabled, this customer is not charged sales tax on their orders.

Enabling Tax Exempt removes sales tax from the customer's orders regardless of their location or your tax rules. Ensure you have the appropriate tax exemption documentation on file before enabling this setting.

Avalara integration

If your account uses Avalara for tax calculation, configure these fields to link the customer to their Avalara record:

Field	Description
Avalara Customer Code	The customer identifier in your Avalara account.
Avalara Entity Use Code	The entity/use code that determines the customer's tax exemption category in Avalara.

TaxJar integration

If your account uses TaxJar, configure these fields:

Field	Description
TaxJar Customer ID	The customer identifier in your TaxJar account.
TaxJar Exemption Type	The exemption category for this customer.

Available exemption types:

Value	Description
Government	Government entity exempt from tax.
Marketplace	Marketplace facilitator exemption.
Non-Exempt	Customer is not exempt (default behavior).
Other	Exemption type not covered by the standard categories.
Wholesale	Wholesale/resale exemption.

Sovos integration

If your account uses Sovos for tax calculation:

Field	Description
Sovos Customer Code	The customer identifier in your Sovos account.

Related pages

Customers overview -- capabilities summary and page navigation
QuickBooks and sales tracking -- accounting integrations and QuickBooks tax exemption codes
Billing addresses and payment settings -- billing addresses including Tax County field