How can I establish a PST tax exemption in British Columbia?

mjsupplyco
Tourist
6 0 9

Hi there,

 

I am collecting PST in British Columbia and have some clients that are approved for PST exemption. However, when I try to go into the tax settings and use one of the PST exemptions listed, it says "N/A" for all of them, stating that its not applicable because I don't collect tax in that region. Even though I collect both GST and PST on my British Columbia sales. Does anyone have any clues on how to fix this or a workaround?

 

Thanks!

Derek

Replies 5 (5)

TrueProfit_Jen
Shopify Partner
40 1 9

Hello @mjsupplyco ,

 

It's possible that the PST exemptions you see listed in your tax settings are not applicable to your specific situation or may not have been set up correctly in your store. To resolve this issue, you may need to manually set up the PST exemption for the specific clients who are approved for it. Here's how:

  • Go to the customer's profile by clicking on Customers and then searching for the customer's name.
  • Click on the "Edit" button in the "Tax exemptions" section.
  • Select "Add tax exemption" and choose "British Columbia" as the region.
  • Choose the type of exemption that applies to your customer from the list of options provided.
  • If the exemption you need is not listed, choose "Other" and enter the details of the exemption in the "Description" field.
  • Click "Save".

Hope this can help. Let me know if you have any further question.

 

Regards,

Jen

TrueProfit - The Ultimate Real-time Profit Tracker For Shopify

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mjsupplyco
Tourist
6 0 9

Hi Jen,

 

Thanks for offering some help. Unfortunately these options are not available on the way the dashboard is set up. In the customers profile, there is only a "manage" button under the tax settings section. And when that is clicked on, it offers a bunch of exemptions but they all have N/A next to them so they don't work, even the ones that say British Columbia. Unfortunately there is no option to "add tax exemption" or option for an "other".

 

Is this maybe available on another page, as I am not seeing any of these on the customer profile page.

 

Thank you for your time.

 

Derek 

TrueProfit_Jen
Shopify Partner
40 1 9

Hello again, 

 

In this case, I think you should handle the PST exemption manually:

  • Ask your clients who are approved for PST exemption to provide you with their exemption certificate.
  • Review the certificate to ensure that it is valid and covers the items being purchased.
  • Manually adjust the taxes for the order based on the exemption certificate.
  • Provide an invoice or receipt to the client that reflects the adjusted taxes.
  • Keep a copy of the exemption certificate and any documentation related to the exempt sale for your records.

Let me know if there is any further information.

 

Have a nice day.

Jen

TrueProfit - The Ultimate Real-time Profit Tracker For Shopify

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mjsupplyco
Tourist
6 0 9
Hi there,
Yes I have done all of that with my client already. However, the Shopify
system does not allow me to manually adjust or exempt the PST.

Thanks

Derek
Sam-123
Shopify Partner
36 0 43

Unfortunately your response "Manually adjust the taxes for the order based on the exemption" is not possible on Shopify for draft orders.

 

Merchants have zero control over adjusting sales tax on the draft order page. But you can exempt the customer from PST under their profile account for that email address.  Which was mention on the first reply from TrueProfit_Jen.

 

@mjsupplyco, it should work!