Not want to charge Sales Tax to B2B customers with Resale Certificate on file

[PrioRim]

Hello community,

our shop is mainly for B2C customers.

However I would also love to handle our B2B clients over our store and enable them to put their orders in right here as well.

However for many of those we would get a Resale Certificate from them which means we would NOT need to charge them sales tax as they are resellers.

Is there a way to set the store in a way that we charge standard sales tax to B2C clients but not to B2B clients?

Thank you so much for any feedback!

[Victor]

Hi @PrioRim,

Thank you for getting in touch. You should be able to do this by making your B2B customers exempt from tax in the Customers section of the Shopify admin. When you create a customer account, you'll see a "Collect tax" option which you can leave unchecked:

Once the profile has been created, your customer will just need to log into this account when making a purchase and they should not be charged tax at checkout. I would recommend creating a page on your store re: wholesale and B2B orders, and encouraging potential customers to contact you directly so you can create a tax-exempt customer profile for them.

Alternatively, there are also a wide variety of wholesale apps that can help make your store suitable for both B2C and B2B customers. You can check out the different ones on offer and see what sort of features are offered and whether they'd be suitable for you and your business.

[SolventDirectGB]

The B2B company profiles Tax Exemption feature doesn't work and I confirmed with a Shopify Plus support staff. The only way to have tax exemption at the moment is using the standard customer accounts and tax exempt option. 

[Jonathan-ES]

Looking for this feature as well. Has B2B team provided any updates?

[ftballguy45]

I concur that this does not work for B2B customers. We have tax exemptions set up for B2B companies, customer logins assigned to locations for the companies, and when they checkout they are being charged tax. Shopify can you investigate and fix this?

[BassFishinElect]

Has this been resolved? One of the reasons we just upgraded to Shopify Plus was the B2B functionality. I have companies trying to complete transactions and it’s charging them tax. I know we can set the tax at the customer level but that defeats the purpose of the B2B functionality. I can’t imagine this was overlooked??