Customers and tax exemptions
Learn more about the standards related to creating customers and collecting tax information.
Last updated
Learn more about the standards related to creating customers and collecting tax information.
Last updated
This section's and cover collecting information from and customers, as well as handling and .
Click any checklist item to see more detail on how to meet the integration standard.
These integration standards relate to customers and tax exemptions:
Your integration must be able to for who represent either an . You can use this record to assign the customer a , , and . You can also attach and to the customer. A customer can also .
If customers indicate they want to apply a tax certificate to a purchase, you should provide a file upload prompt and collect the document. You should also ensure that customers enter the company name, relevant tax authority, start date, and end date displayed on the certificate.
When you , you can for that record. If you don't provide us with 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 in our system. This ensures that the customer is processed correctly during the checkout process.
in the United States with valid may qualify for a tax exemption on their order. Before placing an order, your user interface should provide US-based customers the option to apply a tax certificate to their purchases.
If the customer supplies all the required information, . Then, add the tax certificate to the customer's account, ensuring you send the required company, authority, start date, end date, and file identifier data in the request.
Some have that allow them to purchase zero-rated goods. Before placing an order, your user interface should provide customers with the option to apply a tax identifier to a purchase.
If customers indicate they want to apply a tax identifier to a purchase, implement the t to collect and validate the information.
Once you , your integration should .