Nileva 
Shopify tax-exempt customers are buyers your checkout charges no tax, or no tax of a specific kind, because of a setting on their customer record. This video shows how to add a customer in the app, validate an EU VAT number against VIES, approve the exemption, pick the exemption type and exempt a whole customer group, plus the trap with tax-included prices. The app does not calculate tax: Shopify does, and the settings only tell it who is exempt. This is not legal advice, so confirm with a tax adviser which buyers may be exempt.
Full guide: Shopify Tax-Exempt Customers for Wholesale
Transcript
Hook
Some wholesale buyers are tax-exempt. Set that up with the Nileva app, and avoid the tax-included pricing trap.
Settings, not the law
This video shows settings, not the law. Confirm with a tax adviser which buyers may be exempt. The app does not calculate tax. Shopify does.
The tax-included trap
Shopify warns that with tax-included pricing, a tax-exempt customer still pays the full listed price. The example rate is 20 percent. If prices exclude tax, the listed price is 100 euros. A regular buyer pays 120. A tax-exempt buyer pays 100. If prices include tax, the listed price is 120 euros. Both buyers pay 120. Test an exempt account at checkout before a buyer finds the difference on their invoice.
Add an exempt customer
In the app, open Tax, then Tax-exempt customers. It is a Platinum feature. Click Add exempt customer. Pick the customer, enter the Tax ID, and choose the exemption type. The row appears as Pending, and nothing changes in Shopify yet.
Validate and approve
For an EU VAT number, click Validate to check it against the EU's VIES service. Validate appears only on EU numbers. Then click Approve. The exemption is set on the Shopify customer.
Choose the exemption type
Blanket, the default, removes all tax, even on a sale inside the buyer's own country. EU reverse charge is narrower, for EU business buyers. Resale is narrower too: pick the state or province on the buyer's certificate. Careful: approving replaces any exemptions already on that customer, even ones set in Shopify admin.
Exempt a whole group
To exempt a whole group, pick the Customer group and turn on Exempt this whole group. Members get Blanket exemptions, so add EU reverse-charge or resale buyers one by one with their own type.
Close
The app sets the exemption. Shopify does the tax math. Full guide: nileva.net/shopify-tax-exempt-customers. Try the Nileva B2B Wholesale Pricing app.
