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How to Create Collection for Products that need Tax Override on Shopify

How to Create Collection for Products that need Tax Override on Shopify

Last modified: December 2, 2021

FAQ
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While most taxes are automatically calculated on Shopify, you do have control over the how much is charged for certain products by overriding tax rates on your store. This can help you when you need to specify the special tax rates for unique shipping destinations or when there are tax-exempt customers.

There also might be products (like digital products) or industries which have unique tax costs to them. Finally, there might be times when there are changes to the taxes. For instance, there have been VAT changes in several jurisdictions. This has been to stimulate the economy during the recent Covid-19 pandemic.

In this post, we will show how you can create a tax override for specific shipping destinations or tax-exempt customers.

If you would like to set a product to be exempt from any sales tax, you will need to group these products in a collection first.

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How to Set a Product to be Exempt from Sales Tax on Shopify

Here are the instructions on how you can set a product to be exempt from sales tax. Or you could set those products at a different rate.

Step 1 – Login

The first step is to login to your Shopify store.

Step 2 – Visit Products

From your Shopify dashboard, go to your ‘Products’ screen and then continue by clicking on the ‘Collections’ field.

Step 3 – Create Collection

In the collections section of your website, you need to click on the ‘Create Collection’ button. A new window will appear on your screen. You need to enter in the title and description of the collection.

Step 4 – Click Manage

This is a little of an optional choice, but you can hide the collection from any of the store’s sales channels (like Amazon or eBay). To do this, you need to go to the ‘Sales Channels’ and then click on ‘Manage’. This will display a new window.

You can then check/uncheck the box that is next to the name of a sales channel for the collection. All unchecked boxes will ensure that the collection is not loaded to those sales channels. Therefore, you can create lists of products that are cheaper on those channels.

If you need help managing your other sales channels and want to import/export your products, you can use this app.

Step 5 – Save

When you’ve made all the changes, you can click on the ‘Save’ button.

Step 6 – Apply the Tax Rules

Now you can apply the tax rules you want to the collection. This can be done by changing the tax rules in the settings of your Shopify store. This is easily done. Or, you can use an app to help you like Quaderno.

Step 7 – Add Products

Once done, you can add products to the collection. This can be done in bulk using a bulk editor or one at a time by editing the product in the product edit screen. Whichever version of editing a product you choose, always be sure to save your changes.

Final Word: How to Create Collection for Products that need Tax Override on Shopify

Use the steps above to create a collection and save products to that collection in order to have a unique group of products that have special tax rules. This can be very helpful when dealing with numerous countries and having clients who have special tax rules.

Recap:
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One thought on “How to Create Collection for Products that need Tax Override on Shopify”
  1. Belinda says:

    From the UK
    How do you alter a tax or remove tax (VAT) from orders which are going to non taxable countries. ( or countries with different taxes)
    Also certain BFPO addresses abroad are VAT exempt.

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