Tax Exempt Checkout for Shopify

/Tax Exempt Checkout for Shopify
Tax Exempt Checkout for Shopify2018-12-14T17:10:53+00:00

Tax Exempt Checkout

for Shopify

$6.25 / month
14 day free trial

Improve your conversion rate and the shopping experience of tax exempt shoppers by allowing them to declare their tax exempt status during the checkout process. Without this app tax exempt shoppers must contact you about their tax exempt status, limiting the ability to do business with them to your regular business hours. Allowing shoppers to declare their tax exempt status during the checkout process returns your store to a 24/7 operation, increases the likelihood of order capture, and eliminates headaches for everyone.

This app can only be installed by clicking the GET button on this web page. The app isn’t available in the Shopify App Store because it modifies the pages used during the checkout process. While this is safe, Shopify’s has a policy that prevents apps that have this capability from being offered in the App Store.

Features

Turns your store into a 24/7 store front for tax exempt shoppers.

Increases sales by providing a better user experience to tax exempt customers.

Reduces your work load by enabling tax exempt declaration during checkout.

Receive email notifications of new customer orders with tax exempt declaration.

Current version: 1.0

Requirements

None.

FAQ’S

How do I get this app?

This app is not available in the Shopify App Store and can only be installed from this web page. Click the GET button at the beginning of this listing to start the installation process.

Why isn’t the app in the Shopify App Store?

The app isn’t available in the Shopify App Store because it modifies the pages used during the checkout process. While this is safe, Shopify’s has a policy that prevents apps that have this capability from being offered in the App Store.

Is the app safe to use?

Yes. Even though Shopify won’t admit the app into the App Store, Shopify will still permit it to be installed and will collect the app’s subscription fee, just like any other app installed on your store. However, since the app uses a programming method that Shopify doesn’t support, Shopify may make changes in the future that would compromise the app’s functionality. If this were to happen, uninstalling the app would resolve any issues.

How is the app billed?

Shopify will bill you for the app just like any app you have installed from the Shopify App Store.

Is the app supported the same way as other apps you have available in the Shopify App Store?

Yes. We provide support for all of our apps, regardless of their availability in the Shopify App Store. Support inquiries can be made by emailing support@eniture.com or by calling 404-369-0680, extension 2.

Will the app confirm a shopper’s tax exempt status?

No. It simply makes it more convenient for the shopper to indicate that they are tax exempt. You still need to perform the verification steps set forth by your state.

How will the app impact my existing tax exempt customers?

There is no impact. The app checks your store’s customer records when sufficient information is known about the shopper. If an entry for the shopper is found, the app honors the tax exempt setting in the record.

User’s Guide

This app can only be installed by clicking the GET button on this web page. The app isn’t available in the Shopify App Store because it modifies the pages used during the checkout process. While this is safe, Shopify’s has a policy that prevents apps that have this capability from being offered in the App Store.

Setting up the application consists of the following steps:

1. Install the application

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This app isn’t available in the Shopify App Store so you will need to install it from this web page. Click the GET button at the top of this page.

Enter your Shopify URL to identify what store the app will be installed on and click the Install button. The URL you enter should resemble your-store.myshopify.com.

If you aren’t currently logged into your store you will be prompted to enter your Shopify username and password. Click the Login button afterwards. You must login with the Store Owner credentials to install the app. If you are already logged in, you may be automatically directed to the next step in the installation process.

You’ll be presented with a page to notify you of the permissions the app needs to perform its function. It is prefaced by a warning that the app doesn’t appear in the app store. Don’t be concerned about this. We publish nearly two dozen apps in the Shopify App Store, and some other Shopify apps that aren’t. This particular app adds a tax exempt checkbox to one of the Shopify checkout pages and Shopify App Store doesn’t advertise apps that do so. Shopify will still bill you for the app’s monthly subscription fee. Click on the Install unlisted app button to continue to the next step.

Review the fees for the app and then click the Approve charge button to complete the installation process.

2. Prepare Shopify to use the application

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To enable the Tax Exempt Checkout app, some code called JavaScript has to be added to your store. Don’t worry, we are going to make it as simple as possible. If you aren’t comfortable doing this yourself, email support@eniture.com and ask us to do it for you. Include your Shopify URL (your-store.myshopify.com) in your email and be clear that you want our help setting up the Tax Exempt Checkout app.

Locate then click on Online Store.

Click on Preferences in the Online Store menu.

Locate the Google Analytics section.

To get to the field where you will place the Tax Exempt Checkout code, the Google Analytics field must be populated. We highly recommend that you set it up properly, and if you need help doing so Shopify has excellent online resources to guide you through it. However, if the Google Analytics field is blank and you’d prefer to set it up later, you can enter UA-12345-6 into the field and click the Save button.

When the Google Analytics field is populated, the section will include the Add custom JavaScript link, unless you already have some JavaScript saved there. (If you do, skip the next step and go to the paragraph that talks about copying the JavaScript code. You will paste the Tax Exempt Checkout JavaScript below the existing JavaScript.)

Click on the Add custom JavaScript link to reveal the field into which you will paste the Tax Exempt Checkout JavaScript code.

Drag your mouse across the code in the yellow box below. Copy it (Command+C for Mac; Control+C for PC), click into the Custom JavaScript field in Shopify, and paste the code there (Command+V for Mac; Control+V for PC).

loadScript('//[SHOPNAME].myshopify.com/apps/p/tax-check.js?v='+ new Date().getTime(), function(){});

function loadStyle(url){
       var fileref=document.createElement("link")
        fileref.setAttribute("rel", "stylesheet")
        fileref.setAttribute("type", "text/css")
        fileref.setAttribute("href", url)
			 
	if (typeof fileref!="undefined")
        document.getElementsByTagName("head")[0].insertBefore(fileref,document.getElementsByTagName("head")[0].childNodes[2]);		
    }

function loadScript(url, callback){           
        var script = document.createElement("script")              
        script.type = "text/javascript";
        
        if (script.readyState){  //IE
            script.onreadystatechange = function(){
                if (script.readyState == "loaded" || script.readyState == "complete"){
                    script.onreadystatechange = null;
                    callback();
                }
            };
        } else {  //Others
            script.onload = function(){
                callback();
            };
        }
        script.src = url;
        document.getElementsByTagName("head")[0].insertBefore(script,document.getElementsByTagName("head")[0].childNodes[2]);      
    }

(function(e,a){
    var t,r=e.getElementsByTagName("head")[0],c=e.location.protocol;
    t=e.createElement("script");t.type="text/javascript";
    t.charset="utf-8";t.async=!0;t.defer=!0;
    t.src=c+"//front.optimonk.com/public/"+a+"/shopify/preload.js";r.appendChild(t);
})(document,"20297");

Locate “[SHOPNAME]” in the first line of the JavaSript you just pasted:

Replace “[SHOPNAME]” with the subdomain that Shopify uses to identify your store. For example, if your Shopify URL is your-store.myshopify.com, then replace “[SHOPNAME]” with “your-store”:

Click the Save button.

3. Choose the app settings

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Begin by selecting Apps from the Shopify menu. Locate the entry for the Tax Exempt Checkout app and click on the app name to access the app preferences.

tax-exempt-app-entry

You will be delivered to the Settings page. Enter the information prompted for, then click Save Settings.

Customer Information page: Enter the message… If you’d like a message to appear on the Customer Information page, enter it here. Most merchants leave the field blank so the page remains unchanged.
Shipment Methods page: Checkbox options Use the radio buttons to choose when you want the tax exempt checkbox to be displayed.
Shipment Methods page: Enter the message… Enter the text to use to label the checkbox. The default is My company is tax exempt.
Payment Methods page: Enter the message… Use the radio buttons to choose whether or not you want the tax exempt checkbox to display on the Payment Methods page. Your choices for the Shipment Method page will influence the Payment Methods page. For example:

If you enabled the Payment Methods option Display the tax exempt checkbox on the Payment Methods page, then…

  • The checkbox will display if the Shipping Methods option is Display the tax exempt checkbox only if the site visitor hasn’t declared tax exempt status and the site visitor has not declared tax exempt status.
  • The checkbox will not display if the Shipping Methods option is Display the tax exempt checkbox only if the site visitor hasn’t declared tax exempt status and the site visitor has declared tax exempt status.
  • The checkbox will display if the Shipping Methods option is Always display the tax exempt checkbox with the site visitor’s last declaration
Email settings: Notification options Use the radio buttons to choose your notification preference.
Email settings: Enter the email… Enter the email addresses that should receive notices of tax exempt declarations. Separate multiple email addresses with a comma.

What your shopper sees

Before declaring tax exempt status:

tax-exempt-before-selection

After declaring tax exempt status:

tax-exempt-after-selection