Our apps create invoices from the Shopify order data. Once your Shopify tax settings are right, every tax detail goes onto your invoices automatically. Nothing to set in the app.
OSS: if an order qualifies for OSS, we send this to your invoicing software automatically
Reverse charge: if an order qualifies for reverse charge, we send this to your invoicing software automatically
✅ Step 1: Check if you're a VAT Payer
This matters for the apps to work well. In your invoicing account (iDoklad, SuperFaktúra, Fakturownia, FastBill, ...) check your company profile:
If you're registered for VAT, make sure "VAT payer" is on
Enter your VAT ID or EU VAT number (e.g. CZ12345678, PL1234567890).
Save
⚙️ Step 2: Set Up Taxes in Shopify
Go to Shopify Admin » Settings » Taxes and duties
Add your regions: every shipping zone you get orders from and need to collect tax for
For EU countries, click “Collect VAT” and enter your EU VAT number.
Shopify may check it automatically.
Turn on tax collection:
Shopify then calculates VAT at checkout from your store location and the customer's shipping address.
Set how tax is shown:
Decide whether prices include tax or tax is added on top (Settings → Taxes and Duties → Edit under your region).
If you sell to both businesses and consumers, it's usually better to exclude tax from prices, so Shopify shows the right price to each.
🌍 Step 3: Enable VAT Exemptions (Optional)
If you sell to VAT-registered businesses in other EU countries, you can skip VAT for them (reverse charge).
How:
Go to Shopify Admin » Customers
For business customers, set the tax status to exempt:
Open the customer
Turn on “This is a business customer”
Add their VAT number
Turn on “Collect tax” only when it applies
📦 Step 4: Check Product Tax Settings (Optional)
Go to Shopify Admin » Products
Open each product and scroll to “Pricing”
Make sure “Charge tax on this product” is ticked (if VAT applies)
🔁 Step 5: Sync & Test
When everything is set:
Create a test order (a real or a draft order).
Let the app create the invoice.
Open the invoice and check the VAT.
If it's wrong, check:
the VAT payer setting in your invoicing platform
the VAT number in Shopify
the customer's tax status
Result: Shopify includes the VAT in the total (for products and delivery). To check, open the order in Shopify and look at the order details.
🧠 Final Tips
Our apps use only Shopify’s tax settings: they don't calculate tax themselves.
Keep your tax info (VAT ID, registered country, customer tax status) up to date in Shopify and in your invoicing platform.
If you sell more abroad, consider OSS (One-Stop Shop), or ask your accountant about cross-border tax.
The apps recognize tax-exempt orders, so documents get 0% VAT.
Need human help?
Not sure about your tax setup? Shopify Support can help you best with tax settings.
More on taxes in Shopify: click here
Charge tax on shipping rates in Shopify
To make shipping taxable:
In Shopify admin, go to Settings → Taxes and duties.
Tick Charge sales tax on shipping.
Save.
Include or exclude tax from product prices in Shopify
To include or exclude tax in product prices:
In Shopify admin, go to Settings → Taxes and duties.
Scroll to Global settings.
To exclude tax from prices, untick Include sales tax in product price and shipping rate.
In Shopify admin, go to Settings → Markets.
Click Preferences in the top-right corner.
Turn on Include or exclude tax based on your customer’s country.
Prices Exclude Tax
Without tax in the prices, a French customer pays €24 (€20 product + €4 tax), and a US customer pays €20 with no tax.
This follows international VAT/GST rules: you charge tax to some customers (e.g. EU consumers) and not to others (e.g. EU businesses).
Your store shows prices without tax, which suits B2B sales.
Prices Include Tax
With tax in the prices, French and US customers both see €20.
In France that's €16.67 + €3.33 tax. In the US there's no tax, so the customer overpays.Every customer sees the final price. Good for B2C stores, or where the law asks for prices with tax.
But it doesn't work well if some buyers must be tax exempt.
Tax Based on Customer’s Country
Shopify adjusts the tax automatically.
French customers pay €16.67 + €3.33 tax; US customers pay €16.67 with no tax.
No tax where it isn't due, VAT exemptions still work (e.g. for EU businesses), and prices show tax where needed.
Why are taxes missing on my Shopify orders and invoices?
If tax is missing from your Shopify orders and documents, it's usually one of these three:
1. Your store isn’t set to collect tax
Go to Settings → Taxes and duties and set up your tax registration by region.
If a region is missing, create a shipping zone under Settings → Shipping and delivery.
2. Product isn’t marked as taxable
Go to Products → [product] → Pricing and tick “Charge tax on this product”.
3. Customer is marked as tax-exempt
Go to Customers → [customer] → Tax settings and make sure “Collect tax” is on.
Once these are set, our apps put the right tax on your invoices automatically, from your Shopify settings.
