Update email notification templates

The method used to charge tax to customers in your store is being updated. To maintain the best buying experience for your customers, some changes to your email notification templates are required. If you use default templates for your email notifications, then the templates are updated automatically and no action is needed. If you have customized your notification templates, then you need might to change your notification templates manually. Not all customized templates can be updated automatically.

When the method used to charge tax to customers is updated, estimated tax calculations are displayed to customers in the United States during the checkout process. After the checkout process is complete, the final tax amount is calculated and charged to the customer. As a result, some parts of your email notification templates need to be updated.

Caution

It's recommended for stores that sell to customers in the United States make the necessary changes by September 30, 2022. If you haven't updated your email notification templates by this date, then your customers might see inaccuracies in the email notifications that they receive from your store.

If your store operates in a tax-inclusive region such as the EU, and you've modified your notification templates to represent order values with tax included, then changes to your templates are not required.

Update your email notification templates

Making changes to your email notification templates might have unexpected effects. It's a good idea to back up your template by copying and pasting it into another document, such as Google Docs, before making changes. Click Preview to review your changes and ensure that they function as expected before you click Save.

Note

If your templates are highly customized and you're not sure how to apply the necessary changes, then you can click Revert to default to restore your template to its original state. This removes any customizations you have made, but reverting to default ensures that your templates are the most current version.

Order confirmation and Order edited templates

Following these steps removes the transaction amount from the Order confirmation and Order edited templates. This ensures that customers aren't presented with a transaction amount that might not be finalized yet.

Before making changes

Before making any changes, the default email notification appears as below. Your templates and notification previews might appear differently, depending on your customizations.

Steps:

1. In your Shopify admin, go to Settings > Notifications.
2. Click Order confirmation.
3. Locate the section that begins with <p class="customer-info__item-content">.
4. Delete all occurrences of the code snippet &mdash; <strong>{{ transaction.amount | money }}</strong> that appear in this section. For an example of how this might appear in your admin, refer to the order confirmation template example.
5. Optional: Preview your changes by clicking Preview.
6. Click Save.
7. Return to Settings > Notifications.
8. Click Order edited.
9. Locate the section that begins with <p class="customer-info__item-content">.
10. Delete all occurrences of the code snippet &mdash; <strong>{{ transaction.amount | money }}</strong> that appear in this section. For an example of how this might appear in your admin, refer to the order edited template example.
11. Optional: Preview your changes by clicking Preview.
12. Click Save.

Examples

The following examples identify the code snippets to be removed, using the default notification templates. Your notification templates might appear differently, depending on how much they've been customized.

Order confirmation

Order edited

After making changes

After making changes, the email notification appears as below. Your templates and notification previews might appear differently, depending on your customizations.

Order invoice and Draft order invoice templates

Following these steps changes Taxes to Estimated taxes in your invoices.

Note

If your notifications are translated into multiple languages, then you need to change Taxes to Estimated taxes manually in every translated notification in your store. If you're not sure how to translate your notifications in other languages, then refer to Translating Taxes to Estimated taxes.

Before making changes

Before making any changes, the default email notification appears as below. Your templates and notification previews might appear differently, depending on your customizations.

Steps

1. In your Shopify admin, go to Settings > Notifications.
2. Click Order invoice.
3. Locate all occurrences of the code snippet <span>Taxes</span>.
4. Change <span>Taxes</span> to <span>Estimated Taxes</span>. For an example of how this might appear in your admin, refer to the order invoice template example.
5. Optional: Preview your changes by clicking Preview.
6. Click Save.
7. Return to Settings > Notifications.
8. Click Draft order invoice.
9. Locate all occurrences of the code snippet <span>Taxes</span>.
10. Change <span>Taxes</span> to <span>Estimated taxes</span>. For an example of how this might appear in your admin, refer to the draft order invoice template example.
11. Optional: Preview your changes by clicking Preview.
12. Click Save.

Examples

The following examples identify the code snippets to be changed from Taxes to Estimated taxes, using the default notification templates. Your notification templates might appear differently, depending on how much they've been customized.

Order invoice

Draft order invoice

After making changes

After making changes, the email notification appears as below. Your notifications might appear differently, depending on your customizations.

Translating Taxes to Estimated taxes

If your notifications are translated into multiple languages, then you need to change Taxes to Estimated taxes manually in every translated notification in your store.

Steps:

1. In your Shopify admin, go to Settings > Notifications.
2. Click one of the following templates:
   • Order invoice
   • Draft order invoice.
3. Click Translate.
4. In the section for the language that needs to be updated, find the term for taxes and change it to the term for estimated taxes.
5. Click Save.

For example, you have an email notification set up in Danish. In your Order invoice template, you click Translate. In the Danish section, you change the term Afgifter to Estimerede skatter and then click Save.

This table provides a translation guide if you're not sure how to translate Estimated taxes into another language.

Language	Language code	Taxes	Estimated taxes
Bulgarian	BG	Данъци	Очаквани данъци
Czech	CS	Daně	Odhadované daně
Danish	DA	Afgifter	Estimerede skatter
German	DE	Steuern	Geschätzte Steuern
Greek	EL	Φόροι	Εκτιμώμενοι φόροι
Spanish	ES	Impuestos	Impuestos estimados
Finnish	FI	Verot	Arvioidut verot
French	FR	Taxes	Taxes estimées
Hindi	HI	कर	अनुमानित कर
Croatian	HR	Porezi	Procijenjen iznos poreza
Hungarian	HU	Adók	Adók becsült összege
Indonesian	ID	Pajak	Perkiraan pajak
Italian	IT	Imposte	Imposte stimate
Japanese	JA	税金合計	想定税額
Korean	KO	세금	예상 세금
Lithuanian	LT	Mokesčiai	Apskaičiuoti mokesčiai
Norwegian	NB	Skatter	Estimerte avgifter
Dutch	NL	Btw	Geschatte belastingen
Polish	PL	Podatki	Szacowane podatki
Portuguese (Brazil)	PT-BR	Tributos	Tributos estimados
Portuguese (Portugal)	PT-PT	Impostos	Impostos estimados
Romanian	RO	Taxe	Taxe estimate
Russian	RU	Налоги	Ориентировочная сумма налогов
Slovak	SK	Dane	Odhadované dane
Slovenian	SL	Davki	Predvideni davki
Swedish	SV	Skatter	Beräknad skatt
Thai	TH	ภาษี	ภาษีโดยประมาณ
Turkish	TR	Vergiler	Tahmini vergiler
Vietnamese	VI	Thuế	Thuế ước tính
Chinese (Simplified)	ZH-CN	税费	预计税费
Chinese (Traditional)	ZH-TW	稅金	預估稅金