To ensure an exempt customer is not taxed, add the customer's exemption certificate to TaxCloud and mark the customer exempt in Adobe Commerce.

To ensure an exempt customer is not taxed, add the customer's exemption certificate to TaxCloud and mark the customer exempt in Adobe Commerce.

## Step 1: Set up the exemption certificate in TaxCloud


1. Add the customer's exemption certificate to TaxCloud. See [this article](/doc/how-to-add-an-exemption-certificate-to-taxcloud-xfuUNu2Qnq) for details.
2. Locate and copy the **Exemption Certificate ID** generated by TaxCloud. You'll need this ID to link the exemption certificate to your Adobe Commerce exempt customer.

## Step 2: Mark the customer exempt in Adobe Commerce


1. In Adobe Commerce, navigate to **Customers > All Customers**.
2. Edit the customer's account information to add the TaxCloud exemption certificate ID.




Marking Customers Exempt in Adobe Commerce

Building a custom API connection with TaxCloud

Building a direct API integration with TaxCloud

Reviewing and Submitting an Exemption Certificate

How to Add and Manage Integrations in TaxCloud

Video: How to add or disable an integration

General Integrations

How the QuickBooks Online Integration Works

Connecting TaxCloud to QuickBooks Online

Changing the Sales Tax Display Mode for QuickBooks Online

Managing Exempt Customers in TaxCloud for QuickBooks Online

Managing Invoices with Multiple Payments in Quickbooks (Real-Time Integration)

QuickBooks Online Integration: How to Resolve a Missing Account, Product Code, or Sales Tax Item Error

Troubleshooting QuickBooks Online Tax Calculation Errors

Managing your QuickBooks Online Product Catalog TICs in TaxCloud

Calculating Sales Tax on QuickBooks Online Invoices

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Calculating Sales Tax on Estimates

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Calculating Sales Tax on Refund Receipts

QuickBooks Online

How to Download Debug Logs in TaxCloud for WooCommerce

Connecting TaxCloud to WooCommerce

Enabling Exemptions In TaxCloud for WooCommerce

How to Configure WooCommerce Order Capture Behavior with TaxCloud

Understanding WooCommerce Integration Modes

How to Enable Rate Limiting in TaxCloud for WooCommerce

WooCommerce-Plugin-Settings-Reference

WooCommerce

How to connect my Odoo store to TaxCloud

How to Connect my TaxCloud Account to Odoo Sale (Loyalty)

How To Connect my TaxCloud Account to Odoo Sale (Loyalty) - Delivery

How to Connect my TaxCloud Account to Odoo eCommerce

How to Connect my TaxCloud Account to Odoo Sale

How to Connect my TaxCloud Account to Odoo Amazon/TaxCloud Bridge

How to Connect my TaxCloud Account to Odoo TaxCloud & Subscriptions

Upgrading TaxCloud Modules in Odoo

Odoo

Connecting TaxCloud to BigCommerce

Marking a Customer Exempt in BigCommerce

Upgrading from the Legacy BigCommerce Integration

Why do my TaxCloud orders have Fallback rates in BigCommerce?

BigCommerce

Connecting TaxCloud to Shopify

Updating to TaxCloud's new Shopify App (June 2024)

How to Mark Customers Tax Exempt in Shopify

Shopify Reporting FAQ

Shopify

Connecting TaxCloud to Miva

Miva

Connecting TaxCloud to Chargebee

Chargebee

Connecting TaxCloud to Adobe Commerce or Magento

Adobe Commerce & Magento

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What is TaxCloud's Premium Trial?

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How to Add a Payment Method in TaxCloud

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TaxCloud Account Lockout Policy

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How to Close Your TaxCloud Account and Cancel Subscription

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How to Speak to a member of each state's DOR

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Does TaxCloud collect the Colorado Retail Delivery Fee (CO RDF)?

Understanding the Minnesota Delivery Fee

General

What is an Exemption Certificate?

How to Upload Exemption Certificates in Bulk

How to Add an Exemption Certificate to TaxCloud

Exemptions and Certificates

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TaxCloud Audit Support Overview

Support and Resources

Michigan - Business Taxes Registration Summary of Changes

Rhode Island - Failure to Renew

Colorado SUTS Filing Reminder Notices

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Florida - Credit Memo

Florida Hunting, Fishing, and Camping Sales Tax Holiday (Sept 8 – Dec 31, 2025)

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Louisiana State Sales Tax Rate Update

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How to register in a new state and obtain my Sales Tax License

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Nebraska - Enforcement of Lien Notice

New Jersey - Certificate of Registration

North Carolina - Certificate of Registration

Tennessee - Notice of Overpayment

When To Forward a State Notice to Taxcloud

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California - CDTFA Statement of Account

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CSV Template Required Fields and Column Descriptions

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Why are exempt sales taxing in my import?

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How to Upload Transactions via CSV

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I just got a filing frequency change notice, what should I do?

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How to Request TaxCloud to Begin Filing Sales Tax Returns

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Understanding the difference between sales tax and use tax

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What is Nexus?

Tax Concepts