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      How to Manually Enable Tax-Exempt Status

      The process for enabling tax-exempt status is now fully managed in Visual and automatically synced to the website. Tax status and terms are tied to the customer’s account (CID) and contact email in Visual.

      To ensure a customer receives tax-exempt status on the website, follow these steps:

      Step-by-Step Instructions:

      1. Update Visual
        • Locate the correct Customer ID (CID) in Visual.
        • Set the Tax-Exempt status for the account and save.

      Ensure the customer’s email address is listed as a Contact under this CID in Visual.

          • Note: If the email is not listed as a contact, the tax-exempt status will not carry over to the website.

       

      2. Log in to Craft (Admin Portal)
        • Go to Craft and log in with admin credentials.

      3. Sync the User with Visual
        • In the left-hand menu, click Users.
        • Search for the customer’s email address.

          • In the top-right corner of the user’s profile page, click "Sync User with Visual."
            • This will pull in any updated data from Visual, including tax-exempt status and terms.

      4. Verify in Craft
          • Navigate to the Commerce tab at the top.
          • Under the Contact and Email section, you’ll see the customer’s tax-exempt status and related settings reflected.

      Customer is now able to purchase with tax exempt status.