Configure your Shopify Store for Galvix
To enable Galvix to accurately calculate sales taxes and ensure compliance, your Shopify store must be configured correctly. This guide walks you through the key configuration steps required for smooth tax calculation in Galvix.
What can this guide help with?
Set the Appropriate Tax Setting for Your Customer
Galvix can read tax rules for customers only if they are properly marked in Shopify.
To set up the specific taxability rule for a customer, follow these steps:
- In your Shopify admin, go to the Customers section.
- Select the specific customer that you want to set up the tax setting for.
- On the right side, click on the three dots (...) and navigate to Edit tax details.
In Shopify, once you open a customer's profile, under the Tax settings section, you'll see a drop-down with three options:
- Collect tax
- Collect tax unless exemptions apply
- Don't collect tax
Each option determines how Galvix will treat transactions for this customer:
- Collect tax - Choose this if the customer is taxable.
- Collect tax unless exemptions apply - This option is to be used if you want to define specific exemption rules for this customer. You can do that by selecting jurisdictions where the customer is exempt.
- Don’t collect tax - Use this if the customer is exempt from sales tax altogether (e.g., a reseller or tax-exempt organization, etc.).
⚠️ Note: It’s important to select the option that accurately reflects the taxability of your customer. Incorrect settings can lead to inaccurate tax calculation or reporting. If you're unsure which option to choose, it’s best to check with your tax advisor.
Setting Up Exemptions in Shopify
It is important to set up exemptions correctly in Shopify for Galvix to consider them. Follow these steps to set up exemptions:
- Once you click on 'Edit Tax Details', you can select the option 'Collect tax unless exemptions apply'.
- In the Select exemptions field, search for the applicable exemption (e.g., “Virginia reseller” or “Washington DC reseller”).
- Check the box next to the appropriate exemption(s).
⚠️ Note: Some exemption types may be labelled as “N/A”; this means your store is not collecting tax in that state, so the exemption won’t affect tax collection for now.
- Now, make sure to save changes.
Once saved, Galvix will treat this customer as tax-exempt in its tax determination and apply zero taxes for the orders for that customer.
Verifying Tax Exemptions on a Customer Profile
After you've marked a customer as tax-exempt in Shopify, it's important to verify that their exemption status is correctly saved.
As shown below:
- Navigate to the customer's profile in your Shopify admin.
- On the right-hand side, under Tax details, you'll see the selected tax setting (e.g., Collect tax unless exemptions apply).
- Below that, you'll see a list of selected exemptions, in this case:
- Washington, DC reseller
- Virginia reseller
- Wisconsin reseller
This confirms that the customer is properly marked as exempt in the relevant states.
Galvix will recognize this exemption status and ensure no sales tax is applied to transactions with this customer in those jurisdictions.
This process ensures that exempt customers are properly identified and handled in both Shopify and Galvix for compliance purposes.
Next Steps
- Review Best Practices → Ensure Galvix accurately reads Shopify data for precise tax calculations.
- Check out → the Shopify FAQs for answers to common questions.