Customers and tax exemptions
Learn more about the standards related to creating customers and collecting tax information.
This section's checklist items and standards cover collecting information from registered and guest customers, as well as handling tax identifiers and tax certificates.
Integration checklist
Click any checklist item to see more detail on how to meet the integration standard.
Integration standards
These integration standards relate to customers and tax exemptions:
Create an authenticated customer
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.
Ensure customer identifiers match
When you create a Customer, you can specify a unique identifier for that record. If you don't provide us with an identifier, we generate one for you and return it in the response.
Provide customers the option to apply a tax certificate
Business customers in the United States with valid tax certificates 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.
Collect and save tax certificate information
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.
Provide customers the option to apply a tax identifier
Some business customers have tax identifiers 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.
Collect and validate tax identifier information
If customers indicate they want to apply a tax identifier to a purchase, implement the tax identifier element to collect and validate the information.
Save a validated tax identifier to a customer's account
Once you validate a tax identifier, your integration should save the tax identifier to the customer's account.
API interfaces
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