Tax Exempt for WooCommerce

WooCommerce Tax Exempt provides you a proper system through which you can give tax exemption to selected customers and user roles.

You can enable a customizable tax exemption form on My Account page to let customers submit the required files and other information to claim tax exemption. The store admin can review the submitted info and reject or grant the tax exemption from backoffice.

Once the tax exemption is granted, the tax will be automatically removed from future orders or the store admin can display a checkbox to let customers manually remove tax from each order. The tax exemption details are displayed in order detail pages.

The store admin can also tax-exempt selected customers and user roles. These exempted customers might not have uploaded any tax information from my account but still, they will be able to claim the tax exemption just like the other customers who have uploaded the tax files and claimed tax exemption.

Features List of WooCommerce Tax Exempt:

• Allow all or selected user roles to claim tax exemption
• Display tax exemption form in “my account”
• Customize form fields
• Display tax exemption status in “my account” – pending, rejected or approved
• Review submitted tax exemption requests from the back-office
• Approve or disapprove tax exemption requests
• Add expiry date for tax exemption
• Allow guest users to claim tax exemption
• Grand tax exemption status to selected customers and user roles from the back-office (no need to submit tax info)
• Display tax exemption detail in admin order detail page, customers order detail page, and order email
• Customizable email notifications for admin and customer when
  • Tax form is submitted
  • Tax exemption is approve or disapproved
  • Tax exemption status has expired
• Partially compatible with AvaTax
• Compatible with Cart & Checkout Blocks

How Does It Work?

WooCommerce Tax Exemption plugin enables store admin to grant tax exemption by using the following methods,

Method 1:

Admin can show tax exemption form in the “My Account” page to all or selected user roles. Once a customer submits tax exemption information, the admin can review submitted information from backoffice and approve/disapprove tax exemption request. Once approved, the approval status will be displayed in the “my account” page and during the checkout, a checkbox is displayed to remove the tax from the particular order.

Method 2:

Admin provides the tax exemption to selected customers and these customers can place tax-exempted orders straight away. During the checkout process, they can select the checkbox “Claim Tax Exemption” to remove the tax from the particular order or the store admin can disable this checkbox from extension settings to automatically remove tax from all order of tax exempted customers. (No need to submit any tax exemption information from my account page)