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".