Tax applying to exempt purchases with Vertex

Shopify Plus
,
1

Good morning!

Our company recently started using B2B for our business clients. We are using Vertex for tax application platform. On the non B2B side our clients that had exemptions could order tax free but could not order bundles as pricing would error at checkout. Since on B2B that issue was resolved but now they are being charged taxes even though the exemption and cert has already been uploaded into vertex. Our team is already looking to Vertex to find a solution but I wanted to see if anyone else ran up against this that may be able to rpvo

1 Like
2

What do the company location tax settings look like? I’m not using vertex but we just had an order come through with tax from a previously created b2b customer. I reviewed the location and the bulk of them that were created as tax exempt are now showing as “Collect Tax”.

B2B Company Location Tax Settings Example

B2B location with tax settings being collected
B2B location with tax settings being collected320Ă—308 6.79 KB

3

Did some more digging on how this gets changed currently in the admin. Wondering if something recently changed to locations. Cannot find anything official from Shopify about the location tax settings changing.

Sending the following mutation data

{
  "data": {
    "companyLocationTaxSettingsUpdate": {
      "companyLocation": {
        "id": "gid://shopify/CompanyLocation/12345XXX",
        "taxSettings": {
          "taxExempt": true,
        },
        "taxExemptionsDetails": [],
      }
    }
  },
}

Currently in the unstable GraphQl API
https://shopify.dev/docs/api/admin-graphql/unstable/mutations/companyLocationTaxSettingsUpdate