Hey everyone, it's Mark with IWD Agency and in this
quick video i'm going to show you how to do sales tax exemptions
and how to configure those sales tax extensions for particular customers
or customer groups before i start the video i want to remind you that if you
check out our playlist on our youtube channel you'll see a
whole bunch of other videos on how to tutorials using magento 2. so
why might you want to do sales tax exemptions well obviously certain groups
particularly certain clients whenever they make a purchase on your website
you want to make sure that they don't have to pay taxes it could be a legal
thing maybe it's a school or a church maybe you're buying girl
scout cookies and or maybe girl scouts are purchasing something certain groups
have tax exempt status right or maybe you're just a retail person
trying to buy wholesale which is pretty common and that's
the example that we're going to use here maybe you just want to make some
purchases with no taxes because you know you're
going to be taxed on the tail end of that so how do you
set up tax exempt customers in the first place i'm going
to move myself here because on the far left
there's a thing called stores you'll click on when you move this stuff over
you both stores and then this pops up and you'll go
under taxes you'll click on tax rules so click on tax rules and this is
how we will set up our first customers if you will so first
thing you want to do is add a new tax rule so we want a tax exempt status on
here so on the far right up in the top the
button you type in or you add or click add new tax rules so we're going to just
call this um text examples tax exempt test
the tax rate we will call create a new tax rate so we'll just call
it tax exempt
test rate how about that tax exempt uh tests we'll do
and you'll add that to your group of um things that you have right
okay so we will save that on the top right
tax exempt test
and we will tax identify some things so we'll call this
tax exempt test if you click on zip zip or post in range this will give
you um the ability to apply it to a particular area particular zip code
range let's not click that instead we will opt
with the asterisks because that will be any area in any
state the asterisks is there as well you could specify but we'll keep it at all
of them inside the united states and the rate
percentage will be zero because of taxes and on the far right you will
go to save and this will add taxes and test and
there it is actually right there tax exempt test didn't find it now we could
find it if we were to search for that okay make sure it's highlighted make
sure it's selected and you will go down to
additional settings and you will click on customer tax class in this case
we'll go to tax exempt and of course you need to
select some particular item that you have so we
will do taxable goods that's the one we're going to focus on a
priority can stay at zero the sorter can stay at zero
and we are good to go on that so on the far right at the top you will click
save pretty simple so far just clicking and specifying which group this might
actually be so all of a sudden we have we now have a
new rule and that is we have tax exempt on certain taxable goods
for certain people now we don't know who this is applied to yet
that's why we have to assign it to a specific
customer group so that's actually pretty simple as well
on the far left you will go to customers a little person find customers
and you go to customer groups which is for me the fourth option
so click on customer groups and now we have to decide uh to whom or for whom
this particular rule should apply again
i think we're going to just kind of default for
people who are retailers maybe trying to go for wholesale
so we will call wholesale that's we're going to click on wholesale so we'll go
to select on the far right and we will click edit
and we want to just be sure that this tax class that anybody who's
trying to buy wholesale they could have retail customer but in
our case we're going to say we want to make sure it's
set to tax exempt which makes sense and we will
save that customer save it you want all wholesale purchases to be
tax exempt and the last thing you're going to want to do
for this is to assign customers to that particular group
again kind of simple so go back to customers
and you have options all customers now online
segments we're going to click on all customers so in your website or in your
particular magento you would have a whole bunch of
customers to whom these things would apply or particular groups this might
apply so you would just have to pull up and to
see who that would apply to and you could
easily click on that particular person if it's this person
you would apply it to that person if not then um you would just find what you
need to do and um find the wholesale people you
could search for wholesale heal here if we just type in wholesale
we'll search for nothing right now because we don't have a tag to it that
you can search for particular customers if you needed to do it it's as simple as
that pretty simple apply the rule you have to
know your tax rules in your area again if you're
specifically only selling to somewhere in your state or even in a different
country you have to be super familiar with those
but that's a quick how-to video away that we're going to
provide for you at a later time so in the meantime if you have any
questions for us drop those in the comments
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happy advertising everybody
you