Set tax_exempt for a customer via the registration form

Technical Q&A
1

Hi all,

We have an customer registration form customers/register.liquid and when it is submitted a customer is created. We can set a number of fields like first_name, last_name, note with HTML like this:

But I can’t set tax_exempt, it seems to just get not through…

I’ve read that even tags can be set by why not tax_exempt although it’s listed here:

https://shopify.dev/docs/api/liquid/objects/customer#customer-tax_exempt

Any help is appreciated! This issue blocks us from going live because in EU, every country is exempted from tax except customers from our own country (provided they have an EU tax registration number).

2

I’m having the same problem. Did you find a solution to this? :thinking:

3

No good solution yet. My current work-around is this (for Germany, explanation below):


      
      
    

    
    {% comment %}
      tax_exempt setzen funktioniert leider nicht, aber ich lasse es mal, vllt wird die Funktion ja mal freigegeben.
      https://shopify.dev/docs/api/liquid/objects/customer#customer-tax_exempt
      https://community.shopify.com/c/technical-q-a/set-tax-exempt-for-a-customer-via-the-registration-form/m-p/1969781#M121036
      Das funktioniert auch nicht:
      
      Das funktioniert, wird zwar nicht direkt gesetzt, aber Kunde bekommt eine Bestätigungsmail für Newslettererhalt...
      
    {% endcomment %}

So, I can’t set tax-exempt automatically. What I do instead is:

  • When the customer enters their tax ID number in the registration form, JavaScript checks (oninput) if it’s a foreign country (which must be tax exempted).
  • If yes, the hidden input #confirmation-pending will set the tag “confirmation_pending” on the new customer. Otherwise, no tag is set.
  • The product pages have liquid code to disable the “Buy” button when the customer has this tag set.
  • I have to check regulary if there are new customers that need to be confirmed. I confirm the customer by 1) set the tax exempt manually, 2) remove the confirmation_pending tag, 3) send the customer a notification e-mail.

Maybe the app Shopify Flow can help to automate something? At least send me a notification when a new customer registers? Haven’t tried yet.

1 Like
4

Hi @nurfz ,

If you have not found a solution to this, Sufio’s invoicing app can provide you with a VAT exemption tool that will allow your customers to enter their VAT number, whereby we will validate it and instantly mark that customer as tax exempt.

The tool also takes into consideration your customer’s location, so if they enter a VAT number from your own country, taxes will not be removed as expected.

The tool can be added either on the Customer Registration page, Customer Account page, Cart or, for Shopify Plus users, the Checkout page.

Feel free to get in touch with our Support team if you would like to discuss anything further :slightly_smiling_face: