Tax Exempt Groups: Sample Flows

This article presents possible use cases and corresponding sample flows that you can support. It provides a useful starting point as you plan your implementation.

Fully exempt a customer with the global exemption group

Wix provides a predefined global full-exemption group on every site, so you don't need to create a group or configure rates to fully exempt a customer.

To fully exempt a customer:

1. Call List Default Tax Exempt Groups to retrieve the site's default groups, and save the id of the global full-exemption group.
2. Associate the customer with the group by calling Upsert Contact Tax Details with the customer's contact ID and the group id as taxExemptGroupId.
3. On the customer's next checkout, no tax is charged, and the full tax amount appears as the exempt amount in the tax breakdown.

Create a custom exempt group with reduced rates

To apply reduced (partial) rates rather than full exemption, or different rates per tax category or region, create your own tax exempt group and define its override rates.

To create a custom exempt group with reduced rates:

1. Call Create Tax Exempt Group with a name, such as Resellers, and save the returned taxExemptGroup.id.
2. For each tax group and tax region, assign the group's reduced rate with Bulk Assign Exempt Overrides, referencing the taxExemptGroupId. For example, override a standard rate with 0.05 for a 5% reduced rate.
3. Associate a customer with the group by calling Upsert Contact Tax Details with the customer's contact ID and the taxExemptGroupId.
4. On the customer's next checkout, tax is calculated at the reduced rate, and the difference from the standard rate appears as the exempt amount in the tax breakdown.

Keep an external system in sync with a site's tax exempt groups

To mirror a site's tax exempt groups in an external system, do an initial load and then keep it up to date with webhooks.

To keep an external system in sync:

1. Call Query Tax Exempt Groups with paging.limit set to 100 (the maximum), and page through all results using the returned cursor.
2. Store the returned tax exempt groups in your external system.
3. Subscribe to the Tax Exempt Group Created, Tax Exempt Group Updated, and Tax Exempt Group Deleted webhooks.
4. When you receive an event, apply the corresponding create, update, or delete to your external system.