How to set up the Tax Exempt rule/discount in WPD?

Setting up a Tax-exempt rule in your Wholesale Pricing Discount app is essential for businesses that need to comply with tax regulations and offer Tax exemptions to eligible customers in specific regions.

This support guide will walk you through the process step-by-step to ensure a smooth and accurate setup for tax-inclusive or tax-exclusive product prices for your customers from specific countries.

Step 1: Navigate to Tax Settings

1. Once inside the app, look for the settings or configuration menu. This is typically represented by a gear icon or labeled as Settings.
2. Click on the Tax display menu on the left navigation bar that manages tax rules and exemptions.

Step 2: Add a New Tax Display Rule

1. In the Tax display rules section, locate the option to add a new tax rule. There’s a button labeled Add rule. Click on it.
2. Now, in the Create new tax display rule window, Add a Rule name and Applicable countries/regions (in the below example we’re setting up VAT-exclusive product prices for the Germany region - shown in the below image)
3. Also, add the Tax percentage of the specific region (here we displayed 19% i.e. standard tax rate in Germany on e-commerce products)
4. Now, select the Tax excluded price radio button and add the text label to display on the product page/s of your Shopify store.
5. Hit the Save button to save your tax settings.

Step 3: Do the Tax settings in your Shopify Admin Settings

To enable tax settings in your WPD app, do the following:

1. Go to your Shopify Admin dashboard > Settings > Taxes and duties
2. Scroll down to Global settings. And choose the option according to your needs.

Option 1:

If you want to Include sales tax in product price and shipping rate, keep this option checked in Shopify admin Global settings. And Hit Save

When you choose Option 1, you will have to select Tax included in prices in your Wholesale Pricing Discount app Tax display settings. And hit Save

Option 2: 

If you DO NOT want to Include sales tax in product price and shipping rate, keep this option unchecked (as shown in the below image) in Shopify admin Global settings. And Hit Save.

When you choose Option 2, you will have to select Tax excluded in prices in your Wholesale Pricing Discount app Tax display settings. And hit Save.

Test the Rule

You can now test your tax-inclusive and exclusive rule on your storefront for the applied country/region. For instance, here’s an example of before and after the setting.

Before:

After:

VAT-exclusive prices:

VAT-inclusive prices:

By following these steps, you can successfully set up a Tax Exempt rule in the Wholesale Pricing Discount app, ensuring compliance with tax regulations and providing the necessary exemptions to eligible customers.

Support and Assistance

For any inquiries or further clarification regarding the Shopify Markets integration with WPD, feel free to reach out to our dedicated support team:

Email: themes@wholesalehelper.io
Chat: Initiate a support chat conversation through the WPD app.