Customers and tax exemptions
Learn more about the standards related to creating customers and collecting tax information.
The checklist items and standards in this section cover how to collect information from registered and guest customers. They also take you through the process of handling tax identifiers and tax certificates.
Click any checklist item to be provided more detail on how to meet the integration standard.
These integration standards relate to customers and tax exemptions:
Your integration must be able to create a record for registered customers who represent either an individual or a business. You can use this record to assign the customer a default payment method, shipping address, and locale. You can also attach tax identifiers and tax certificates to the customer. A customer can also request to be forgotten.
When you create a Customer, you can specify a unique identifier for that record. If you don't provide us an identifier, we generate one for you and return it in the response.
We highly recommend that the customer identifier in your commerce system matches the identifier of its corresponding Customer in our system. This ensures that the customer is processed correctly during the checkout process.
Business customers in the United States with valid tax certificates may qualify for a tax exemption on their order. Prior to placing an order, your user interface should provide US-based customers the option to apply a tax certificate to their purchase.
If customers indicate that they want to apply a tax certificate to a purchase, you should provide a file upload prompt and then collect the document. You should also ensure that customers enter the company name, relevant tax authority, start date and end date that are displayed on thecertificate.
If the customer supplies all the required information, use the Files API to upload the document to Digital River's servers. Then add the tax certificate to the customer's account, ensuring that you send the required company, authority, start date, end date, and file identifier data in the request.
Some business customers have tax identifiers that allow them to purchase zero-rated goods. Prior to placing an order, your user interface should provide customers the option to apply a tax identifier to a purchase.
If customers indicate that they want to apply a tax identifier to a purchase, implement the tax identifier element to both collect and validate the information.
Once you validate a tax identifier, your integration should save the tax identifier to the customer's account.