Dynamic Tax allocation based on User Tag

Extensions
1

Team,

is there a way i can associated the tax calculation at checkout with a user based on their tag? I want to exclude the tax calculation for certain users during checkout with a tag while keeping the tax calculation for user users who dont have a specific tag associated.

Thanks for the support
Christine

2

Hi Christine,

Are you looking to prevent taxes from being applied to specific customers? If so there’s a customerAddTaxExemptions mutation that you could use for this purpose.

3

Oh yes, this looks promising. Thanks for that! Is this only working as a static list of customers or could I make it dynamic, e.g. associate customers dynamically based on their tag? and last question, how would I integrate this :grinning_face:

4

This mutation works on a static basis, meaning you’d need to specify the exact customer ID and tax exemptions to apply. It doesn’t inherently support dynamic operations like associating customers based on tags. However - you could make the process less manual by querying customers on your store to get all customers that have a specific tag, and then running the mutation on all these returned customers.

You could also use a server-side script or app to periodically schedule this to run daily so the process is automated. To integrate this, you could create a custom app via the CLI for your store that performs this process.

5

It could also be worth checking if Shopify Flow supports this: https://help.shopify.com/en/manual/shopify-flow

6

Hello Liam,

Is there any way to apply “custom” tax exemptions for certain customers? For example: a B2B Spanish customer shipping to Spain pays VAT, but if they ship to Italy they should not be charget any VAT at all.

I am wondering if there is any way to affect tax calculations besides this list of mainly US/CA tax exemptions, not sure if via functions or how… Thanks in advance!

Piero

7

@Piero You can exempt company locations from taxes with companyLocationTaxSettingsUpdate - so it could be possible to use this as a workaround with customers?

8

Thanks, @Liam-Shopify!

Unfortunately, this customer is not on a Plus plan, so the Companies feature isn’t available :smiling_face_with_tear:

There are no other alternatives, right?

9

It doesn’t look like there’s another option right now @Piero

10

Thanks for taking a look anyway @Liam-Shopify :saluting_face: