Set up Tax Exempt, then test the full journey.

1. Install and choose the plan

Install Wezy Tax Exempt from its Shopify listing, open the app and choose the plan in Pricing. The first subscription has a 7-day trial; a plan change does not create another trial.

• Confirm which store you are working on before accepting Shopify’s billing screen.
• Use Pro B2B for HT/TTC. Starter is enough to evaluate the EU VAT workflow.

2. Set the seller details and EU workflow

Open Settings. In Seller Information, enter VAT Number, Company Name, Address and Country. These details are used for the app’s eligibility checks and reverse-charge information.

• Choose whether to turn on Enable EU reverse charge.
• Select Default language for reverse-charge text and notification emails.
• Save the settings and check that the company country is correct for this store.

3. Put the VAT field in the customer journey

For stores using the theme path, open Online Store > Themes > Customize. On a suitable page or section that supports app blocks, add VAT ID Check from Wezy Tax Exempt. Edit the Widget title, optional subtitle and button text, then save.

For Shopify Plus, use Settings > Checkout > Customize to add VAT Number Field at the supported checkout position. In that block’s settings, enable Allow app to block checkout and save, so validation and tax updates can complete before payment.

• Use the theme path before checkout on non-Plus stores.
• Test with a signed-in customer who has a shipping address in Shopify; entering an email alone does not authenticate a customer for exemption.
• Follow the in-app Invoice Setup instructions if you also want the VAT Number Field on the order status page.

4. Check the validation and the final order

Submit a VAT check in the chosen journey, then open VAT Validations in the app. Review the result and the stored consultation proof. A valid number does not automatically make every destination eligible.

• Test a supported cross-border EU order with matching buyer VAT and shipping country.
• Test a domestic delivery and an invalid VAT number. They must not receive the app’s EU reverse-charge exemption.
• If VIES is unavailable or the address is incomplete, check that the app does not grant an exemption from that incomplete result.
• Use the actual Shopify order and checkout tax totals to verify the result. A storefront message alone is not the final tax calculation.

5. Add HT/TTC controls if the client needs them

This step uses Pro B2B. In Settings > Tax Exempt Discount (HT/TTC), configure Enable tax-exempt discount, Default VAT rate (%) and Discount label. Choose Apply discount on shipping costs only when that treatment matches the store configuration.

For different collection rates, use Browse Collections, assign the applicable VAT rate and save. The app may require approval of the Shopify discount permission before this feature can be enabled.

• In the theme editor, add HT/TTC Price Toggle where the template supports app blocks.
• Choose Toggle visibility: Tax-exempt customers only or All visitors. Edit the HT/TTC labels and Info text as needed.
• The switch controls display. The automatic discount controls the eligible price adjustment. Check both separately.
• Test a product in each configured collection, shipping, an existing promotion and every active currency or market relevant to the client.

6. Adapt the form and invoice line

Open Form Builder to edit the request title, fields, required inputs, submission text, success message and brand color. For EU VAT collection, the VAT ID Check block has its own labels in the theme editor.

Open Invoice Setup for the reverse-charge line. Check the seller details, then follow the screen’s copy-and-paste instructions for the relevant order notification or invoice template.

• Check the text and layout on desktop and mobile.
• Place a qualifying test order and check that the expected VAT information and reverse-charge line appear in the selected template.
• Check an ordinary order as well. Do not assume that adding the line creates a full PDF invoicing service.

7. Configure US certificates if relevant

If the client sells to US resellers, add the exemption request form through the theme extension and use Form Builder to configure the required document fields. Open Certificates to review each uploaded document and the extracted information before approving or rejecting it.

• Confirm the document’s scope, details and expiration date before approval; OCR extraction is not an approval decision.
• In Settings, choose Send expiration reminders. Starter has the 7-day reminder; Pro B2B also offers the 30-day reminder.
• Check the request status and the resulting customer tax settings after approval or rejection.