Steps in the screenshots correspond to the numbers in the headings.
If the customer has provided documentation that they are eligible for Tax Exemption, you must first mark the account as Tax Exempt in Salesforce, and the integration will make the eCommerce store show the customer as Tax exempt.
1. Log into Salesforce and choose Accounts from the main menu bar.
2. Enter the name (or part of the name) in the search field and click the magnifying glass.
3. Select the account from the list that populates. Click on the account name to bring up the account.
4. Click on the Details Tab.
5. Scroll down until you see the Tax Exempt field. Click on the pencil to edit the line.
6. Click the Tax Exempt field.
7. Click Save.
8. The integration will run.
9. To confirm that the Tax Exempt status has carried over, log into the Big Commerce Admin portal.
10. From the menu on the left, choose Customers then view.
11. Type part of the name in the search field and click Search.
12. Click the three dots under action and choose Edit.
13. Scroll down to the bottom of the page. The Tax Exempt Code will contain a G if the integration has processed correctly.
You can hit Cancel, or Save and Exit to continue.
14. When the customer signs in and places an order in the ATS Store, they will not be charged tax.
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