Ultimate Tax Exemption

Tax Exempt Made Easy – Customers can submit a tax exemption form from their account page and get automatic exemption at checkout.

Requirements

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WooCommerce 5.0.0+

Installation

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  1. Download the ultimate-tax-exemption.zip file from your WooCommerce account.
  2. Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
  3. Install Now and Activate the extension.

Setup and Configuration

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How to use

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After activation of Ultimate Tax Exemption, navigate to: WooCommerce > Tax Exemption > Settings to setup the plugin settings.

Settings

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  1. Enable Allow Tax Exemption so that customers can either be exempted from tax or the tax exemption form can be submitted on their My account page.
  2. By default, the tax exemption form will be visible to every user under My Account > Tax Exemption.
  3. Customers can fill and submit their tax information here. Once submitted, the site admin has to manually verify it under WooCommerce > Tax Exemptions > Manage Tax Exemptions > View details to either Approve / Reject their request. 
  4. Once approved by the site admin, approved customers can place their orders by exempting the tax on Cart and Checkout pages using our Claim Tax Exemption Checkbox option provided.

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