Ultimate Tax Exemption for WooCommerce

• Add an easy-to-use, feature-rich ultimate tax exemption system for configuring, creating custom tax form fields and managing tax exemption requests on your WooCommerce Shop.
• Easy to track and manage all users’ submitted tax exemption requests in a single place.
• Easily increases the site revenue and customer attraction towards the site.
• You can run tax exemption, tax claim, remove tax automatically, etc.

Features

• Added a separate list table to manage users submitted tax exemption requests.
• Added separate custom form fields for tax exemption.
• Separate activity logs will be recorded for individual users submitted tax exemption requests.
• Added a separate column under orders list table to find the order is exempted from tax.
• Set expiry date globally based on number of days / weeks / months / years for the tax exemption form submitted users.
• Tax exemption supported in cart page.
• Sorting provided for custom form fields.
• Changing tax exemption field position options provided for classic Cart and Checkout.
• Global option to allow or disallow tax exemption in a single click.
• Exempt users or user roles from tax.
• Restrict user roles for tax exemption.
• Restrict specific countries for tax exemption. [New]
• Auto approve users who are submitting the tax exemption form.
• Labels and messages can be customized.
• Offered various emails via WooCommerce emails.
• Supported various input types for custom form fields such as Text, Textarea, Checkbox, Number, Email, Phone, Radio, Select, File Upload.
• Customers can easily track their submitted tax exemption requests under the Account page in a separate menu.
• Added a separate column under users table to find the tax exemption status.

Benefits

1. Easy to use.
2. Potentially increases site admin revenue.
3. Increases customer satisfaction.
4. Lure new customers.

Why do you need Ultimate Tax Exemption?

By default, the site admin is not able to allow specific users or user roles to be exempted from tax and it’s not possible for customers to submit their tax exemption information for their tax exempt benefit while purchasing. That’s the reason we have implemented this plugin for their customers’ benefit by increasing customer satisfaction and site revenue.

How does it Work?

By enabling the Allow Tax Exemption option under WooCommerce > Tax Exemption > Settings, your customers can either be exempted from tax or the tax exemption form can be submitted on their My Account page. 

Adding New Form Field for Tax Exemption

Site admin can use the below custom form fields to create / update tax exemption form under WooCommerce > Tax Exemption > Form Fields. 

• Text
• Textarea
• Checkbox
• Number
• Email
• Phone
• Radio
• Select
• File Upload

Managing Custom Form Fields

Here Tax Payer Name, Tax Number, Exempt Reason and Exempt Certificate fields have been created and activated by default. Only the fields which are active will appear under My account > Tax Exemption for the customers. Using drag & drop method site admin can sort the fields listed here as per their wish.

Submitting Tax Exemption Form

Customers can easily submit their tax exemption form under My account > Tax Exemption page. Once they have submitted their form it goes to pending status. Here customers can also have the ability to change/update their tax exemption submitted form by clicking the Resubmit button.     

After submitting the tax exemption form,

Managing Tax Exemption Submitted Users

Site admin can manage all the users’ submitted tax exemption requests under WooCommerce > Tax Exemption > Manage Tax Exemptions. To approve/reject the submitted requests, to update the expiration date for the approved requests and modify the submitted details, etc. all these things can be managed easily by the site admin here.

Site admin can edit the customer’s submitted tax exemption form under WooCommerce > Tax Exemption > Edit.

Exempting Tax on Checkout Page

Once the tax exemption submitted details are approved by the site admin, customers can have an option to claim the tax exemption in Cart and Checkout pages. By using this option, tax will be exempted for the corresponding order as given in the image below.   

Changing Tax Exemption Field Positions via Cart/Checkout Block

Site admin can change the tax exemption field positions for cart and checkout blocks as given in the image below and for classic cart and checkout pages, site admin has the options under WooCommerce > Tax Exemption > Settings > Display to change the field positions.  

Emails Offered

Emails can be sent to the customers and store owners for all the tax exemption activities.