--- title: Tax Exemption Reasons with Web Store integrations description: QuickBooks Online companies require non-taxable customers to have an exemption reason provided. Read on to learn more about using this option with web store integrations. --- [Skip to content](https://hub.acctivate.com/articles/web-store-tax-exemption-reason#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Web Store Integrations](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en) 3. [Templates and Options](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#templates-and-options) April 14, 2025 # Tax Exemption Reasons with Web Store integrations ## QuickBooks Online companies require non-taxable customers to have an exemption reason provided. Read on to learn more about using this option with web store integrations. Customers in a QuickBooks Online Acctivate company must have an exemption reason selected if they are non-taxable. QuickBooks Online Acctivate companies that are integrated with a web store have options relating to how customers are created. Customer profiles can be imported from the web store or customers can be created based on the sales order data. ### Managing Tax Exemptions for customers imported from a web store When a web store template's **Import Customers** option set to **Yes**, Acctivate will create a customer based on the customer's web store profile, if one exists. For these customers, you can map a web store field to Acctivate's Tax Exemptions Reason field, or use the Default value column to assign a tax exemption reason to all new customers imported. 1. Go to **File \> import Sales Orders** 2. Click on your web store template and click **Edit** 3. Click **Next** until you reach the **Mapping** page 4. Expand the **Customer Document** section, then the **Customer** section If all your web customers are non-taxable: 1. In the **Default Value** column for **Tax Code ID** select NON. 2. In the **Default Value** column for **Tax Exemption Reason** make a selection that applies, such as "Resale". Optionally, you can also map a Tax Exemption. Keep in mind that not all customers may have a profile, for example they may check out as a guest. See the next section below for more information. ### Managing Tax Exemptions for customers created from a web store sales order (checkout as guest) If your QuickBooks Online Acctivate companies is integrated with a web store and the **Create customers for guests** option is set to **Yes**, Acctivate will create a customer based on the Sales Order information when the customer checks out as a **guest** or if the **Import Customers** option set to **No. ** In this scenario, the default **Tax Code** and **Tax Exemption Reason** from the customer will be used if they're set. Otherwise, the default Tax Code from the Customer Option section of config will be used and the Tax Exemption Reason will be blank. 1. Go to **File \> import Sales Orders** 2. Click on your web store template and click **Edit** 3. Click **Next** until you reach the **Mapping** page 4. Expand the **Customer Document** section, then the **Customer** section 5. In the **Default Value** column for **Tax Code ID** select NON. 6. In the **Default Value** column for **Tax Exemption Reason** make a selection that applies, such as "Resale". The **Tax Exemption Reason** field displays in the web store template's Mapping page for Acctivate companies integrated with QuickBooks Desktop, however it is not a field available for use in these companies and therefore any mapping to this field will be ignored.   - [Getting Started](https://hub.acctivate.com/articles/getting-started?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/getting-started?hsLang=en#basics) - [User Interface](https://hub.acctivate.com/articles/getting-started?hsLang=en#user-interface) - [Manager windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#manager-windows) - [List windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#list-windows) - [Transaction windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#transaction-windows) - [License and Users](https://hub.acctivate.com/articles/getting-started?hsLang=en#license-and-users) - [Email](https://hub.acctivate.com/articles/getting-started?hsLang=en#email) - 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