How To Set Up Tax Exempt For Customers In Magento 2

Next, go to Additional Settings.
In this article, we have shown you how to set up tax exempt in your Magento 2 store.

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Why Should You Set Up Tax Exempt?

Thus, not only is it required to set up a different tax rate for each customer group but also for each country or state.
Navigate to Stores > Taxes > Tax Rules.

  • A tax-exempt organization making purchases for their events
  • A retail business would not have to pay sales tax when buying wholesale items that will be resold to an end-user

After creating the rule, assign this Customer Tax Group to the customer group you want. 

How To Set Up Tax Exempt For Customers In Magento 2

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Step 1: Create the tax exempt rule

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Let’s go!

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Magento 2 Tax per Store View by BSS
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It also enables assigning various tax classes for tax rules along with varying rates of tax per store view.
Thus, it’s necessary to set up a tax exemption in your store to sell to those special customer groups.
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When you are selling your products, there might be some customer groups that need to be charged tax-free. For example:
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For example, we will apply it to the Wholesale customer group.
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Click on “Add New Tax Rule”
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You need to create a new Customer Tax Class. Click on Add New Tax Class, name it as Tax Exempt and click the checkbox, then select Tax Exempt under Customer Tax Class.
Set the name as Tax Exempt.

Step 2: Assign the new customer tax class to a specific customer group

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As you know, different countries or states have different tax policies. 
Save the Rate.
Tax-exempt refers to transactions or income that are free from tax. 
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Step 3: Assign customers to the customer group

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Best Solution To Set Up Magento 2 Tax Rules Per Store View

Here, when creating a new customer account or editing an existing customer account, you can choose the “Wholesale” customer group to apply tax exempt for them.
Next, create a new Tax Rate for Tax Exempt by selecting Add New Tax Rate.
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Navigate to Customers > All Customers.
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Select the Wholesale customer group and change the Tax Class to Tax Exempt:
In this article, we will show you how to set up tax exempt for customers in your Magento 2 store.
This extension allows you to select Store View as the scope of tax class attributes. Using this module, you can easily charge different taxes for the same product in different stores or store views.

Conclusion

Select Tax Exempt under Tax Rate:
So hereby, we want to introduce to you the best tool you solve that problem:
Navigation to Customers > Customer Groups.
However, the default Magento 2 only allows adding the same tax rate to products on your entire website. And it’s a huge drawback if you are selling for many different places that have different tax policies.


To set up tax exempt for customers in Magento 2, you need to follow 3 steps.