Skip to main content

Making customers Tax Exempt

Step-by-Step Instructions

  1. Go to Customers > On the top right, open 'Tags'

  2. Click on Create Tag > Type in Tax Exempt

  3. Go to Products > Promotions > Create Promotion

  4. Set a name for the Promotion

  5. Scroll down to customer tags, add the tag "Tax Exempt"

  6. Offer a promotion at checkout based on > Number of units Sold > Set it to 1

  7. The promotion applies to > Taxes > Save

Use Cases

  • Often times we come across customer who are "Tax exempt" & we cannot charge them taxes. This method will help you automatically remove the taxes every time that customer enters their phone number

Did this answer your question?