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Tax is being Removed when Customer is added

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sparklewcupsy
Tourist
8 1 4

I am creating a draft for customers. Tax is toggled for all items. Customer isn't toggled as exempt. I add items to the order and total shows the tax correctly. When I add the customer to the order the total adjusts and removes the tax?? 

I have tried completely deleting the customer and recreated them. It didn't fix anything. This has happened with two customers. I created a different order and customer and hers worked fine. 

Accepted Solution (1)

Accepted Solutions
sparklewcupsy
Tourist
8 1 4

This is an accepted solution.

I was able to figure it out. I had my local tax turned on, but anyone outside of the area wasn't being taxed. I figured out how to add a tax to all areas. I think I had it set to automatic tax which wasn't working for my particular situation. 

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Replies 17 (17)
sparklewcupsy
Tourist
8 1 4
Happened again new customer created order/invoice. Added the customer only for the tax to go to $0?!
Nick
Community Moderator
Community Moderator
4531 434 1001

Hi @sparklewcupsy,

 

Nick here from Shopify. 

 

This does sound very strange. Just to clarify, this only happens when you create a draft order and then add the customer to the order? If so, a draft order should include the taxes based on your store settings and the customers shipping address as stated in the Shopify help document about this below. 

 

04-38-o3u4s-elqwg

You can see the full help document from here

 

Is this still happening for you? If it is an ongoing issue, it's difficult to see why this might be happening without taking a closer look. If you would like I could reach out to you directly about this to dig a little deeper as to why this might be happening. Let me know. 🙂

 

All the best, Nick

Nick | Community Moderator @Shopify
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sparklewcupsy
Tourist
8 1 4

This is an accepted solution.

I was able to figure it out. I had my local tax turned on, but anyone outside of the area wasn't being taxed. I figured out how to add a tax to all areas. I think I had it set to automatic tax which wasn't working for my particular situation. 

Nick
Community Moderator
Community Moderator
4531 434 1001

Great to hear you figured this out @sparklewcupsy, thanks for sharing your solution with the community upon finding it.

 

Hopefully, it will help other's in the community if they run into similar situations. 

 

P.S. I saw your post was in the POS topic within the community. I was thinking it might be more appropriate within the tax section and will move it there if that's ok with you. 

Nick | Community Moderator @Shopify
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UnSouthernBelle
New Member
1 0 1

I am having this same problem. I have checked all of my tax settings and cannot figure out any issues.  If the customer doesn't have a shipping address or billing address, it won't charge any tax when I add them to the order.

Nick
Community Moderator
Community Moderator
4531 434 1001

Hi @UnSouthernBelle,

Similar to the scenario above, could you double-check if it is only your local tax on? If it is, you might need to alter and add some other tax details. Can I also ask what country you are based in? It might be easier to help give tips and direction as the tax set up for each country is different. You can see the tax guide Shopify has in general here

Nick | Community Moderator @Shopify
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Mangoprint
New Member
5 0 0

I've noticed that if the Region field isn't filled in on the client then it doesn't add Tax. Please fix this, it is important.

Mangoprint
New Member
5 0 0

Is it possible to set the billing address "region" as required?

Nick
Community Moderator
Community Moderator
4531 434 1001

Hi @Mangoprint,

There are only a few different form options you can set to be required in the checkout. I took a screenshot from my test store to show you what they are below:

Admin > Settings > Checkout > Form Options

11-11-lii9a-a38gy

Shopify has a guide for this which you can see here also. There isn't one that mentions the billing address "region" directly. Could any of the above be what you're looking for? 

Nick | Community Moderator @Shopify
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shellyscott
Tourist
6 0 2

Can you detail how you turned on tax for all areas ?? I am having this same problem. It was on there when I sent the invoice, but then when they paid it, it didn't charge them tax..... hum.... can you help.

Nick
Community Moderator
Community Moderator
4531 434 1001

Hi @shellyscott,

Depending on where you're based it is a little bit different. Shopify has a guide for how to set up taxes for all regions here. Could the order have come from a different country or area where tax is different by any chance? 

Nick | Community Moderator @Shopify
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DeliaDao
New Member
1 0 0

I saw this was an issue from 2019 but I'm having this exact issue today when trying to bill a customer for a custom item I made for them. 

My situation is exactly the same:  when I start the order taxes appear to be added, but once I add the customer information on the right then the tax doesn't get applied and when I click on the "tax" line it pops open to give me the option, but it won't let me apply.  I'm not shipping this item to them - I will be hand delivering it.  When my orders come in for me through my Shopify online store theScreen Shot 2021-03-18 at 9.54.24 AM.png tax is being collected properly so I know I have the tax set up for that correctly.  I live in Texas and I am selling this to a Texas customer.  Very frustrated. Any solution in 2021 for me to see how to do this step by step?

Nick
Community Moderator
Community Moderator
4531 434 1001

Hi @DeliaDao,

This is strange for sure. Without taking a closer look at the tax settings of your store it's very difficult to figure out why this might be happening. This is something which you would need to reach out to our support team about who can assign it to the right team to look into. We’re not able to provide account-specific support via the Shopify Community at this time, we’d be happy to continue assisting you through live chat, email, or callback. Please visit our support team here and log in to your account to create a support request. Once you are talking to a support advisor and verified your account they can assist you with this. 

It could also be worth double-checking and going over your tax settings as per the help guides here too to make sure everything is correct!

Nick | Community Moderator @Shopify
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miragemetals
New Member
1 0 0

I am having this issue as well. It does not seem to be setting-related. Unless I enter a specific address or zip code, it will not charge taxes on draft orders. This is problematic when sending customers invoices for products that will not be shipped (will be picked up or delivered). Even if I add the city to the customer's account, it seems to need at least a zip code.

Nick
Community Moderator
Community Moderator
4531 434 1001

Hi @miragemetals,

It's very difficult to find out why this might be happening without taking a closer look at the settings in your admin. It could be a multitude of reasons as to why it could be happening. This is something we'd need to access your account in order to resolve. We’re not able to provide account-specific support via the Shopify Community at this time, we’d be happy to continue assisting you through live chat, email, or callback. Please visit our support team here and log in to your account to create a support request.

Nick | Community Moderator @Shopify
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 - Was your question answered? Mark it as an Accepted Solution
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giugiuskincare
New Member
1 0 0

same thing is happening to me. Taxes are being removed when adding the client to my draft orders 

tsk

WarfelDesignCo
New Member
1 0 0

@sparklewcupsy wrote:

I was able to figure it out. I had my local tax turned on, but anyone outside of the area wasn't being taxed. I figured out how to add a tax to all areas. I think I had it set to automatic tax which wasn't working for my particular situation. 


How do I turn off local tax? I'm having the same issues. I can't figure it out. 🙁