Setting up tax exemptions
Learn how to set the customer type, tax certificates, and tax identifiers.
As part of the process of configuring tax exemptions, you can set a customer's type, along with arrays of tax identifiers and tax certificates​
For details on how a customer's
type is used to calculate taxes, refer to the Setting the customer type page.In versions
2020-12-17 and earlier, use the legacy features described in this section to manage tax identifiers. If you're on versions 2021-02-23 and later, refer to the Tax identifiers page.Some customers have tax identifiers that allow them to purchase zero-rated goods. If you want to provide customers the ability to apply tax identifiers to their purchases, your integration must first add the tax identifier to the customer's record. Once that operation is successfully completed, whenever the customer creates an applicable registered checkout, Digital River automatically attaches the tax identifier to the transaction.
When you create or update a customer, you can add one or more
taxIdentifiers[]. For each tax identifier you want to add, specify a type and a value. The enumerated type values typically consist of a lowercase, two-letter country code. The value is dependent on the format used in each country.POST/customers/{id}
curl --location --request POST 'https://api.digitalriver.com/customers/987654321' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer <API_key>' \
--data-raw '{
"taxIdentifiers": [
{
"type": "uk",
"value": "GB243609761"
},
{
"type": "nl",
"value": "NL002458380B62"
}
]
}'
The response returns
taxIdentifiers[] that are now saved to the customer's record:Customer
{
"id": "987654321",
...
"taxIdentifiers": [
{
"type": "uk",
"value": "GB243609761"
},
{
"type": "nl",
"value": "NL002458380B62"
}
],
...
}
To do this, submit a
POST/customers/{id} request and set the value you'd like to replace to "". Make sure you format
value without white spaces.POST/customers/{id}
curl --location --request POST 'https://api.digitalriver.com/customers/987654321' \
--header 'Authorization: Bearer <API_key>' \
--header 'Content-Type: application/json' \
--data-raw '{
"taxIdentifiers": [
{
"type": "nl",
"value": ""
}
]
}'
Then submit another
POST/customers/{id} request with the original type and an updated value:POST/customers/{id}
curl --location --request POST 'https://api.digitalriver.com/customers/987654321' \
--header 'Authorization: Bearer <API_key>' \
--header 'Content-Type: application/json' \
--data-raw '{
"taxIdentifiers": [
{
"type": "nl",
"value": "NL001868214B01"
}
]
}'
You can build your integration so that eligible customers with valid tax certificates can make tax exempt purchases.
Digital River also provides you the ability to associate multiple tax certificates with a single customer.
In most cases, customers that want to use a tax certificate must be a government agency, non-profit organization, or product reseller based in the United States.
In the US, almost all end users of a product are taxed. Government agencies and not-for-profits are the primary exceptions. Businesses are typically only tax exempt when reselling a product.
In the Digital River APIs, tax certificates can only be used in registered checkouts and registered checkout-sessions. Additionally, the customer's record must contain a valid
taxCertificates[] whose taxAuthority matches the transaction's shipTo.address.state or billTo.address.state. If the purchase contains physical products, Digital River compares taxAuthority to shipTo.address.state and for transactions that only contain digital goods, we compare taxAuthority to billTo.address.state.For example, the following customer has multiple tax certificates. Since the
taxAuthority of one is MN and the other is WI, if this customer requests to have physical products shipped to either Minnesota or Wisconsin, then those transactions are tax-exempt. However, if the customer specifies a shipping address other than these two states, Digital River applies taxes to the transaction.Customer
Checkout (tax exempt)
Checkout (non-tax exempt)
{
"id": "543790170336",
...
"taxCertificates": [
{
"companyName": "Acme Inc",
"taxAuthority": "MN",
"startDate": "2021-04-07T00:00:00Z",
"endDate": "2022-04-07T00:00:00Z",
"fileId": "b87c6b64-e919-45d6-bf49-016bed76134a"
},
{
"companyName": "Beta Inc",
"taxAuthority": "WI",
"startDate": "2021-04-07T00:00:00Z",
"endDate": "2022-02-07T00:00:00Z",
"fileId": "542d9a68-8eb4-4bda-b3fb-67b68e9f6846"
}
],
...
}
{
"id": "a3977c4e-948a-4ae8-b5c2-b5c5b052b0bd",
...
"customerId": "543790170336",
"currency": "USD",
...
"shipTo": {
"address": {
"line1": "10380 Bren Road W",
"city": "Minnetonka",
"postalCode": "55343",
"state": "MN",
"country": "US"
},
...
},
...
"totalAmount": 25.0,
"subtotal": 25.0,
"totalFees": 0.0,
"totalTax": 0.0,
"totalImporterTax": 0.0,
"totalDuty": 0.0,
"totalDiscount": 0.0,
"totalShipping": 5.0,
...
}
{
"id": "885ed72a-2237-496f-a6ef-4f1050053324",
...
"customerId": "543790170336",
"currency": "USD",
...
"shipTo": {
"address": {
"line1": "2300 Southern Blvd",
"city": "New York",
"postalCode": "10460",
"state": "NY",
"country": "US"
},
...
},
...
"totalAmount": 27.22,
"subtotal": 25.0,
"totalFees": 0.0,
"totalTax": 2.22,
"totalImporterTax": 0.0,
"totalDuty": 0.0,
"totalDiscount": 0.0,
"totalShipping": 5.0,
...
}
Since Digital River is the reseller of record, we subject every customer's
taxCertificates[] to a verification process. When customers supply their certificate information during a checkout, we issue a temporary tax exemption for that individual transaction.During the review process, if we determine that a customer's document isn't a valid, state-accepted exemption certificate, we mark the account as in review. While in this state, certificates can't be used to make tax exempt purchases.
We then email the customer to request additional documentation. If the customer doesn't provide a valid certificate, we send another follow-up email. If that fails to produce the necessary documentation, we move the customer's certificate into an unapproved state. This means it won't be applied to future transactions.
On your site, we recommend that you inform customers that they might receive a follow-up email from Digital River that requests more information about their tax certificate.
On the other hand, if our review determines that a certificate is valid, we automatically apply a tax exemption to all future, eligible transactions. However, once the tax certificate's
endDate elapses, the exemption no longer applies.No methods currently exist to query the APIs and determine the status of a tax certificate. Additionally, at this time, you can't subscribe to webhook events that notify you when a tax certificate's state is updated.
If your site intends to offer tax exempt purchases, you must provide a form for customers to enter their certificate information. The form must contain fields to obtain:
- The name of the company/organization/agency issued the tax exemption
- The tax authority that issued the certificate
- The start and end dates of the tax exemption
You must also provide customers a simple UX to upload a copy of their tax certificate file. After you collect this information, use it to first create a tax certificate file and then add the tax certificate object to the customer's record.
Customers must address their certificates of exemption to Digital River. This is because we act as the reseller of record. The address that the customer should use depends on the selling entity that is facilitating the transaction. So, during the checkout process, use
sellingEntity.id or sellingEntity.name to determine the appropriate address and then display that information to the customer:sellingEntity.id | sellingEntity.name | Address disclosure |
DR_INC-ENTITY | Digital River, Inc. | Please address exemption certificates to: Digital River, Inc. 10380 Bren Road West Minnetonka, MN 55343 |
C5_INC-ENTITY | DR globalTech Inc. | Please address exemption certificates to: DR globalTech, Inc. 10380 Bren Road West Minnetonka, MN 55343 |
Once customers upload their tax certificate, submit a
POST /files request to create a file in Digital River's system. In the request, make sure you pass the uploaded file and set purpose to tax_document_customer_upload.From the response, retrieve the file's unique
id and pass it to fileId when adding the tax certificate to the customer.Request
Response
curl --location --request POST 'https://api.digitalriver.com/files' \
--header 'Authorization: Bearer <Secret API key>' \
--header 'Cookie: incap_ses_1326_1638494=4ge4JL7HAx4pSa+KgOZmEkYOhWMAAAAAWIAkzLY4az9RKmTc8wx7Gg==; nlbi_1638494_2412637=cJ4AarfeUj2bpwP2iXZ5LAAAAAABc9D7iTv2m9SVHn69MYyb; visid_incap_1638494=a3up5REJQh+kLGuEgzmHj4ZpK2MAAAAAQUIPAAAAAABqxJXXizaCb2KT7rDTLZAM; visid_incap_2137235=YibR5HAMTw28J10M4p6Omyb+vWEAAAAAQUIPAAAAAADLOejzH/0oGlmJVXjAkh4Q' \
--data-raw '{
"purpose": "tax_document_customer_upload",
"fileName": "tax_certficate_John_Doe.pdf",
"file": "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"
}'
{
"id": "32ba91c6-3793-4a59-8b76-dfb468e0ec5b",
"createdTime": "2022-11-28T19:38:46Z",
"fileName": "tax_certficate_John_Doe.pdf",
"purpose": "tax_document_customer_upload",
"size": 11185,
"type": "pdf",
"url": "https://dispatch-test.digitalriver.com/files/32ba91c6-3793-4a59-8b76-dfb468e0ec5b/content",
"liveMode": false
}
After creating a tax certificate file, retrieve the customer's unique identifier and include it as a path parameter in a
POST /customers/{id}. In the body of the request, use the taxCertificate block to set companyName, taxAuthority, startDate , endDate, and fileId.Update customer
curl --location --request POST 'https://api.digitalriver.com/customers/541670080336' \
--header 'Content-Type: application/json' \
...
--data-raw '{
"taxCertificate":{
"companyName": "Acme Inc",
"taxAuthority": "MN",
"startDate":"2021-04-07T13:47:13Z",
"endDate":"2025-04-07T13:47:13Z",
"fileId": "9d149880-7306-49da-b37b-8440649ae9c2"
}
}'
The
companyName should indicate the name of the company or organization that has been granted the tax exemption.Since tax certificates only apply to US-based customers,
taxAuthority corresponds to the issuing state. The value you assign should be formatted to conform to the USPS two-letter state and possession abbreviation standard. These are the same abbreviations used in the ISO 3166-2 subdivision codes.The
startDate and endDate values correspond to the issue and expiration dates of the tax certificate, respectively.In the request, make sure
startDate and endDate adhere to the date and time format used in the Digital River APIs.Tax certificates, however, can be difficult to interpret. As a result, your customers might not be able to determine the appropriate dates to enter. In these cases, specify
startDate as the first date of the current month and endDate as the last date of the current month. This allows us time to review the certificate, determine whether it's valid, and set the applicable dates.A customer can have multiple
taxCertificates[]. At checkout-time, Digital River determine which (if any) are applicable.When adding tax certificates to a customer's record, each
POST /customers or POST /customers/{id} request can only contain one taxCertificates[].Customer
{
"id": "543790170336",
"createdTime": "2021-09-08T20:58:15Z",
"updatedTime": "2021-09-08T22:09:59Z",
...
"taxCertificates": [
{
"companyName": "Acme Inc",
"taxAuthority": "MN",
"startDate": "2021-04-07T00:00:00Z",
"endDate": "2022-04-07T00:00:00Z",
"fileId": "b87c6b64-e919-45d6-bf49-016bed76134a"
},
{
"companyName": "Beta Inc",
"taxAuthority": "WI",
"startDate": "2021-04-07T00:00:00Z",
"endDate": "2022-02-07T00:00:00Z",
"fileId": "542d9a68-8eb4-4bda-b3fb-67b68e9f6846"
}
],
"locale": "en_US",
"type": "business"
}
Once you add a tax certificate to the customer's record, send a
GET /customers/{id} request and parse the response to verify the object has been successfully added to taxCertificates[].Customer
{
"id": "541670080336",
"createdTime": "2021-08-23T20:30:06Z",
"updatedTime": "2021-08-23T20:33:53Z",
...
"taxCertificates": [
{
"companyName": "Acme Inc",
"taxAuthority": "MN",
"startDate": "2021-04-07T00:00:00Z",
"endDate": "2025-04-07T00:00:00Z",
"fileId": "9d149880-7306-49da-b37b-8440649ae9c2"
}
],
"locale": "en_US",
"type": "business"
}