Magento: Sales Tax Collection for Exempt Customers

In order for sales tax to not calculate for tax-exempt customers, first confirm the following in your Magento store Admin:

  • Delete any old tax tables that currently exist
  • TaxJar backup for Tax-Exempt customer classes needs to be unselected.
  • Make sure the customer tax class is assigned to a target customer group, for example, Retail, Wholesale, etc. 
  • Make sure the specific customer is properly assigned to the target customer group.
  • Other settings in the customer configuration should view like this:

 

Once these steps have been completed, please re-sync your nexus addresses. From here, sales tax will not calculate for tax-exempt customers set up in Magento. 

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