--- title: How to Manually Enable Tax-Exempt Status description: 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. --- [Skip to content](https://internalhelpcenter.mwcomponents.com/en/internal-resources/how-to-manually-enable-tax-exempt-status-on-the-mw-components-website#main-content) English Show submenu for translations [Website Support From](https://internalhelpcenter.mwcomponents.com/en/internal-resources/kb-tickets/new?hsLang=en) ![MW\_COMPONENTS\_RGB\_PRIMARY\_LOGO\_AW (3)-2.png\]](https://internalhelpcenter.mwcomponents.com/hs-fs/hubfs/MW_COMPONENTS_RGB_PRIMARY_LOGO_AW%20(3)-2.png?height=47&name=MW_COMPONENTS_RGB_PRIMARY_LOGO_AW%20(3)-2.png) Open main navigation Close main navigation - English Show submenu for translations - [Website Support From](https://internalhelpcenter.mwcomponents.com/en/internal-resources/kb-tickets/new) - [Login to Craft](https://www.mwcomponents.com/mwicdo/login) [Login to Craft](https://www.mwcomponents.com/mwicdo/login) How can we help you? - There are no suggestions because the search field is empty. 1. [Internal Help Center](https://internalhelpcenter.mwcomponents.com/en/internal-resources?hsLang=en) 2. [Website/E-commerce Support](https://internalhelpcenter.mwcomponents.com/en/internal-resources/website-e-commerce-support?hsLang=en) 3. [Order Management](https://internalhelpcenter.mwcomponents.com/en/internal-resources/website-e-commerce-support?hsLang=en#order-management) # 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**. ![](https://internalhelpcenter.mwcomponents.com/hs-fs/hubfs/image-png-Jul-28-2025-08-58-35-7455-PM.png?width=688&height=459&name=image-png-Jul-28-2025-08-58-35-7455-PM.png) 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.* ![](https://internalhelpcenter.mwcomponents.com/hs-fs/hubfs/image-png-Jul-28-2025-08-58-52-0522-PM.png?width=688&height=560&name=image-png-Jul-28-2025-08-58-52-0522-PM.png)   2\. **Log in to Craft (Admin Portal)** 1. Go to Craft and log in with admin credentials. ![](https://internalhelpcenter.mwcomponents.com/hs-fs/hubfs/image-png-Jul-28-2025-09-00-46-2016-PM.png?width=688&height=285&name=image-png-Jul-28-2025-09-00-46-2016-PM.png) 3\. **Sync the User with Visual** - - In the left-hand menu, click **Users**. - Search for the customer’s **email address**. ![](https://internalhelpcenter.mwcomponents.com/hs-fs/hubfs/image-png-Jul-28-2025-09-01-20-1530-PM.png?width=688&height=189&name=image-png-Jul-28-2025-09-01-20-1530-PM.png) 1. 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. ![](https://internalhelpcenter.mwcomponents.com/hs-fs/hubfs/image-png-Jul-28-2025-08-57-57-0759-PM.png?width=688&height=259&name=image-png-Jul-28-2025-08-57-57-0759-PM.png) Customer is now able to purchase with tax exempt status. - [HubSpot Resources](https://internalhelpcenter.mwcomponents.com/en/internal-resources/hubspot-resources?hsLang=en#main-content) - [CRM](https://internalhelpcenter.mwcomponents.com/en/internal-resources/hubspot-resources?hsLang=en#crm) - [Website/E-commerce Support](https://internalhelpcenter.mwcomponents.com/en/internal-resources/website-e-commerce-support?hsLang=en#main-content) - [Customer Management](https://internalhelpcenter.mwcomponents.com/en/internal-resources/website-e-commerce-support?hsLang=en#customer-management) - [Order Management](https://internalhelpcenter.mwcomponents.com/en/internal-resources/website-e-commerce-support?hsLang=en#order-management) - [Website User Instructions](https://internalhelpcenter.mwcomponents.com/en/internal-resources/website-e-commerce-support?hsLang=en#website-user-instructions) - [Quoting](https://internalhelpcenter.mwcomponents.com/en/internal-resources/website-e-commerce-support?hsLang=en#quoting) - [Product Management](https://internalhelpcenter.mwcomponents.com/en/internal-resources/website-e-commerce-support?hsLang=en#product-management) - [Customer Resource Links](https://internalhelpcenter.mwcomponents.com/en/internal-resources/customer-resource-links?hsLang=en#main-content) - [Encouraging Customers to Use Self Service](https://internalhelpcenter.mwcomponents.com/en/internal-resources/customer-resource-links?hsLang=en#encouraging-customers-to-use-self-service) [![MW Components](https://internalhelpcenter.mwcomponents.com/hs-fs/hubfs/MW_COMPONENTS_RGB_PRIMARY_LOGO_AW.png?width=2783&height=1024&name=MW_COMPONENTS_RGB_PRIMARY_LOGO_AW.png "MW Components")](http://www.mwcomponents.com) Copyright © 2026, MW Components