Set up Tax

Overview

You can either choose to apply tax or exempt tax for your Customer Groups. The Tax setup is available in Step 4: Order Tags & Tax when you configure Customer Groups.

Before setting up the tax, you need to sync your Shopify tax rate with the B2Bridge app first.

How to sync your Shopify Tax to B2Bridge

The Tax tab in Settings allows you to sync your own Shopify tax rate into B2Bridge configuration.

Go to Settings > Tax tab.

Step 1: Configure Shopify tax

Before syncing, you need to set up your tax rate within your Shopify admin. For quick navigation, you can click on the Open Shopify Taxes settings. You will be taken directly to the Shopify Tax settings configuration.

Step 2: Sync Shopify Tax with B2Bridge

Once you finish setting up, click on the Sync from Shopify button.

After the syncing finish, you can preview the synced rate at the table below the button. You will need to wait 5 more minutes before performing another sync.

How to exempt tax/ display tax

Tax exemption

This option is for when you want to use price without tax for your Customer Group.

At step 4: Order tags & Tax of Customer Groups setup, scroll down and simply check the box Exempt this group from tax at checkout.

The buyers belong to the Customer Group you are setting up will be exempt from tax.

Tax display

This option is for setting up how the price with/without tax be displayed to the customer only. The tax will still be calculated normally if the tax exempt box is not checked.

At step 4: Order tags & Tax of Customer Groups setup, scroll down and check Show prices with a custom tax format for this group.

You will have 3 price options to show:

• Both prices ( both tax-inclusive + tax-exclusive price): Suitable if you want to show both prices before + after tax for your customers. You can also choose to highlight the tax-inclusive or tax-exclusive price. The highlighted price will be shown in bolder, bigger font.

• Tax - inclusive price only: Suitable if you want to show price after tax for your customers.

• Tax - exclusive only: Suitable if you want to show price before tax for your customers.

The tax display will be shown to the assigned customer group at the storefront, the cart page before they check out.

This setting changes how prices appear to customers. It does not change how Shopify calculates tax at checkout.

Need Help?

If you have questions or run into issues while using any feature, we're here to help.

• 💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.

• 📧 Email us at [email protected] and we'll get back to you as soon as possible.