Setting Up Tax Exemption Rules

Katapult Tax Exemption Policy

  • Katapult is classified as a wholesale merchant. This means Katapult is buying the product from your business and reselling the goods to the customer.
  • Katapult is responsible for collecting the taxes from the customers.
  • The customer will never be double charged for taxes, and Katapult will only pull in your product totals before taxes.

Merchant Responsibility
As the merchant, it is your responsibility to verify and update all orders in your system as tax exempt.
Katapult relies on your expertise and knowledge to develop the best process for your business needs.

Katapult Responsibility
Katapult must provide all tax exemption certificates to you, the merchant.

Magento Tax Exemption Management

Supported Version

Create new a tax rule in Magento 2.3.x you will first

  1. Login to your Magento admin portal and go to Stores > Taxes > Tax Rules and create a new Tax rule and set the tax rate at 0%.

For more details about tax rules go to the Magento User Guide

  1. Create a new customer group, using the previously created tax rate.

For more details on how to setup your customers groups please refer to the Magento User Guide

  1. Once your customer group is created, you will set this group up to be used by Katapult.

In your Magento admin portal go to Stores > Configuration > Sales > Payment methods > Select Katapult

  • Set the field 'Tax exemption for customers' to Enable
  • Set the new input field 'Tax Class' select the previously created customer group

To enable the use of this tax class for individual customers:

Login to your Magento admin portal go to Customers > All Customers > Select customer, navigate to customer edit page > Account Information > Set value "Katapult Tax Exempt" to yes

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