How to add Tax Validation fields to Purchase Late Form?

I. Add Tax Validation fields to Purchase Late Form

Our app provides you with the feature of Tax ID Validation such as EU VAT Validation, ABN Validation, India GST Validation, and UK Validation.

In order to enable this feature, you should create a Net Terms rule first. Read this article for more information: How to create NetTerms payment orders?

By following these steps, you can add Tax Validation fields to Purchase Late Form:

STEP 1: Create a New Net Terms Rule:

• Click Add Rule

  
• In this section, configure the basic conditions for your Net Terms Rule, such as Name, Priority, Customer Conditions, Product Conditions, Restrict Net Terms option based on order conditions, Auto-tag orders when purchasing with this rule, Apply Net Term within, Purchase Late Form

For the purpose of this guide, we will focus on customizing the Purchase Late Form section.

STEP 2: Scroll to the Purchase Late Form Section

• At the bottom of the Net Terms Rule creation page, you’ll find the Purchase Late Form section.

• This form contains basic fields like First Name, Company Name, Address, etc.

  

STEP 3: Add New Field for Tax Validation:

• Click the Add new field button below the existing form fields.

• A dropdown menu will appear with different field options, including tax validation fields.

  
• From the dropdown menu, select from the following available validation options:

  • EU VAT Validation

  • ABN Validation (for Australia)

  • India GST Validation

  • UK Validation

• After selecting a validation type, it will be added to your Purchase Late Form as a new field.

STEP 4: Review and Save

• Once the tax validation field is added, review your form to ensure all the necessary fields are included.

• Click Save to finalize your changes.

II. Tax Validation display on Customer Portal Page

On Customer Portal page, the fields should be displayed like below:

When you enter an invalid Tax ID:

When a Tax ID is validated:

Notes:

• The Tax Validation Fields allow customers to enter relevant tax information, such as VAT or GST numbers, depending on the country.

• You can add multiple validation fields if your business operates in several regions requiring different tax compliance forms.

This process helps streamline tax collection and ensure compliance with regional regulations for B2B customers during the checkout process.

By following these steps, you can easily add and configure tax validation fields to meet your business needs in the Shopify BSS B2B Portal. If you need further support, don't hesitate to contact us at [e-mail]