> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/use-cases-and-faqs/usecases/how-to-onboard-tax-exempt-wholesale-buyers-with-net-terms.md).

# How to Onboard Tax-Exempt Wholesale Buyers with Net Terms

Some wholesale buyers are tax-exempt **and** pay on terms instead of upfront. You can combine **Registration Form**, **Tax Exempt**, and **Net Terms** so a buyer's tax exemption — verified once during signup — carries all the way through to their Net Terms orders, with no re-entry needed.

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### 🧾 **Step 1: Collect a Tax ID on Your Registration Form**

1. Go to **B2B customers › Registration Forms** and add a **Tax ID** field (EU VAT, UK VAT, ABN, India GST, etc.) to your application form.
2. Publish the form to your storefront so wholesale applicants can submit their tax ID along with their application.

For the full setup, see [Build a Powerful Wholesale Registration Form](/b2b-wholesale-solution/customer-management/registration-forms/build-a-powerful-wholesale-registration-form.md).

***

### ✅ **Step 2: Approve the Applicant — Their Tax ID Syncs Automatically**

1. Go to **B2B customers › Registration Forms › Applications** and review the application.
2. Click **Approve**.

Once approved, the verified tax ID is saved to the customer's profile automatically — the buyer never has to type it in again on future visits.

For details, see [Autofill from Registration Forms](/b2b-wholesale-solution/tax/tax-exempt/tax-exempt-for-eligible-customers-and-orders.md#autofill-from-registration-forms).

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### 🔓 **Step 3: Tax Exemption Applies Automatically on Their Cart**

With **Tax Exempt** configured (see [Tax Exempt for Eligible Customers & Orders](/b2b-wholesale-solution/tax/tax-exempt/tax-exempt-for-eligible-customers-and-orders.md)), the buyer's synced tax ID pre-fills the tax validation box on the cart page and their tax is deducted before they check out — no manual entry required.

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### 💳 **Step 4: The Same Exemption Carries Over to Net Terms**

When this buyer clicks the Net Terms button on the cart (**Pay later** by default) instead of paying immediately, the order they place keeps the same tax exemption applied on their cart — tax is excluded from their Net Terms order the same way it would be on a regular checkout.

For Net Terms setup, see [Set Up Net Terms for Your B2B Customers](/b2b-wholesale-solution/order-management/net-terms/set-up-net-terms-for-your-b2b-customers.md).

***

### 💡 **Putting It All Together**

* Buyer applies through your **Registration Form** with a tax ID → you **approve** them → the tax ID is saved to their profile.
* On their next visit, **Tax Exempt** picks up the saved tax ID automatically and removes tax on their cart.
* When they choose to **pay later with Net Terms**, their order keeps that same tax exemption — one verification covers both how they pay and how they're taxed.

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