Role Based Tax

Installation

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  1. Purchase the product from WooCommerce.com
  2. Download the ZIP file from your WooCommerce.com dashboard
  3. Go to Plugins > Add New > Upload and select the ZIP file you just downloaded
  4. Click Install Now and then Activate.
  5. Read on to learn how to set up and configure the product.

More information at Install and Activate Plugins/Extensions.

Initial Setup

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After installing the Role-Based Tax extension, a new option called “Role-based tax” will appear in the WooCommerce menu in your WordPress Admin panel. Click on it to access the extension settings.

How to set up role-based tax rates

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To access the role-based tax feature in WooCommerce, navigate to the “Tax Rates” tab under WooCommerce > Role-Based Tax. Here, you will find a list of Standard, Reduced, and Zero-rate tax rates. If you have already added tax rates under WooCommerce > Settings > Tax, they will appear here as default tax rates. You can add new tax rates either from the extension settings or the recommended WooCommerce > Settings > Tax tab. Once added, you can edit these tax rates based on user roles by clicking the Edit Role-Based Tax.

While setting up tax rate for any user role, you can customize the following options:

  • Tax name
  • Tax rate
  • Compound setting
  • Shipping tax setting
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Tax display settings

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Under the WooCommerce > Role-based tax > Tax Settings tab, you can create multiple rules to configure different settings for different users’ roles, including:

  • Display prices on shop, cart, and checkout pages: Control how prices are displayed on shop, cart, and checkout pages based on user roles, including tax inclusion or exclusion.
  • Customize price suffix: Incorporate a price suffix that is tailored to individual user roles.
  • Tax total display options: Display your tax total as a single total or itemized on the cart page.

Role-based tax classes

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To adjust the tax class based on user roles, navigate to the Products section and select the product you wish to edit. WooCommerce provides three tax rate categories – Standard, Reduced, and Zero-rated – by default. You can choose to apply any of these rates based on user roles. Additionally, you can customize the product tax status based on user roles.