Great video! One of the reasons that we moved to Shopify was to utilize the excellent reporting functions…which are completely messed up by this issue. I really hope Shopify addresses this basic and important accounting/tax issue.
Also, I ordered my bad “solution” incorrectly above. I found my notes: Can’t add new products after fully returned, but can add products after its fulfilled and BEFORE returning original products. Flag customer as tax exempt, add the same products to the order, do a return for the original items, return them to stock, fulfill the newly added products with the same tracking number, then collect payment on the new untaxed total.
Shopify does not add sales tax to additional products added to an order after the customer is flagged as tax exempt…even though the order predated the flagging of the customer.
This is an admittedly poor method but let’s you keep the products and tracking number under the original fulfilled order number and provide an invoice to the customer that shows no sales tax. It doesn’t really solve all problems…and should not be necessary.