When a customer orders something and they live in another state but pick it up in the store it does not charge them tax because the shipping and bill to address are in another state. My store is in Ohio and all POS sales in store should charge tax regardless of where the customer address is from on the draft order. How do I fix this?
When a customer calls from KY for example, I create a draft order and it does not show tax. When I collect payment in POS on the draft order when they pickup in store it does not add tax. I need all POS sales even if off a draft order to charge tax
At this time, there’s no way to set the POS to collect taxes on all orders. However, I’ll pass this on to our platform development team so they can consider the need for this feature when coming up with platform updates.
Could this also be because Ohio is tax exempt until August 8th, 2024? I have been using Shopify for one month, it has always charged tax up until Ohio released “tax exempt days”
That’s definitely a possibility! If you are registered with a sales tax ID for Ohio in your admin and have Shopify Tax enabled, then the tax rate is updated automatically based on the state tax requirements. This should mean that official “tax free” days should be automatically enabled.
Tax team is already aware of how they have messed this up and they have no current fix. You must remember manually to go in and charge the correct taxes. I have had situations in draft orders where I have the appropriate address on a client and it does not charge the correct tax. Then I have had it where there is no address associated with the client and instead of charging the base tax that I set, it defaults to what Shopify things is my country tax. I can find no consistent pattern so I assume they are working on it and that is why it keeps randomly working vs not, vs being messed up in a new way each time.
It’s been months - so check your taxes manually, that’s the advise that my ticket has gotten me. If you open a ticket be sure to really push hard to get past the tier 1 support person you get who doesn’t understand how the system works and tell them this is a TAX TEAM issue, and that it affects your government tax reporting. I reached the tax team only after I told them if CRA has an issues with how I charge tax I will be sending them to speak to Shopify - this is a software malfunction, not an issue on my end. Good luck.