Capture VAT numbers on the Customer account page

Sufio lets you capture and validate VAT registration numbers from your Shopify store by adding a field for VAT registration numbers to the Customer Account page.

This will allow your customers to set or update their VAT registration number once they log in to their customer account on your online store.

Shopify customer account page VAT number

Example of a customer account page with the VAT number field

In this article, we will cover

VAT registration numbers in your Shopify admin

As soon as the customer enters their VAT registration number using the VAT registration number field on their Customer account page, it will be stored in your Shopify admin as part of customer notes.

This VAT registration number will be automatically validated and the customer will be set up as tax-exempt when it is applicable. Furthermore, the added VAT registration number will also appear on their invoices automatically.

Add the VAT registration number field to the customer account page

To add the VAT registration number field to the Customer account page:

  1. In your Shopify admin, go to the Online Store → Themes page.
  2. Click the Actions button, then click Edit code.
  3. Select customers/account.liquid in the left sidebar. If you do not see such a file in your theme, you might need to set your customer account preferences.
  4. Insert the following code snippet inside the template file. A good place for the field is just after the customer default address section.
<!-- Shopify customer account -- capture and validate VAT numbers and set business customers as tax exempt when applicable. Used by Sufio for Shopify (www.sufio.com/shopify). -->
<div class="vat-number-display">
  {% if customer.metafields.sufio.vat_number %}
    VAT Number: {{ customer.metafields.sufio.vat_number }} 
    <br />
    <a href="#" class="vat-edit-link">Edit</a>
  {% else %}
    <a href="#" class="vat-edit-link">Add VAT number</a>
  {% endif %}
</div>

<div class="vat-number-form" style="display:none">
  <form>
    <label for="vat_reg_no">VAT Registration Number</label>
    <input type="text" id="vat_reg_no" name="customer[note][VAT Registration Number]" placeholder="VAT Registration Number" value="{{ customer.metafields.sufio.vat_number }}" />
    <input type="submit" value="Save" class="btn">
  </form>
</div>

<script type="text/javascript">
  document.addEventListener("DOMContentLoaded", function(event) {
    $('a.vat-edit-link').click( function() {
      $('.vat-number-display').hide();
      $('.vat-number-form').show();
      return false;
      });

    $('.vat-number-form form').submit( function() {
      var vat_reg_no = $('input#vat_reg_no').val();
      $.ajax({
        type : "GET",
        dataType: "jsonp",
        url: "/apps/sufio/customer-vat/",
        data: { email: "{{ customer.email }}", vat_no: vat_reg_no, update: true },
        success: function(data) {
          location.reload();
        }
      });

      return false;
    });
  });
</script>

Need help?

Do you need help with customizing your Shopify store theme? Please contact our experienced support team. We'll be happy to assist!

Caution

To make VAT exemptions work, you need to enable EU VAT exemptions in your Sufio account and correctly set up EU taxes in your Shopify store.

View VAT Exemptions

When your business customer enters a VAT registration number using the newly added VAT registration number field, a VAT exemption request will be listed on the View VAT Exemptions page in your Sufio account.

EU VAT Exemptions page in Sufio

An overview of VAT Exemption requests from the EU business customers

On this page, you can access all successful and unsuccessful exemption requests made on your Shopify store. The provided filtering options make it possible for you to quickly review and troubleshoot the VAT exemption requests when needed.

To access the View VAT Exemptions page:

  1. In your Sufio account, go to the Settings → Taxes page.
  2. Click on View VAT Exemptions.

See also

To learn more about its useful features and statuses, have a look at our View VAT Exemptions article.

Invoices for Shopify stores in the EU

Let Sufio automatically send invoices and receipts for every order made in your store.

Get Sufio - Invoices for EU stores from the Shopify App Store

Get Started