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How to make reseller customers tax exempt on Shopify for wholesale orders

How to enable or disable sales tax collection for a specific state in Shopify

Shopify Help

How to export orders from your system(s) so they can be imported via CSV

Supported entity exemption types

How Zamp Handles Sales Tax Holidays

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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