Add a simple-to-use, feature-rich ultimate tax exemption system for configuring, creating custom tax form fields and managing tax exemption requests in your WooCommerce store.
Track and manage all users’ submitted tax exemption requests in a single place.
Increase site revenue and entice more customers
Run tax exemption, tax claims, and 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]
Introduced new shortcode to display tax exemption submission form in a separate page. [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

Simple to use.
Potentially increases site admin revenue.
Increases customer satisfaction.
Entice new customers.

Why 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 created this extension for their customers’ benefit by increasing customer satisfaction and site revenue.

How it works

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 a new form field for tax exemption

Site admin can use the below custom form fields to create/update a 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 forms

Customers can 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.

Alternatively, the site admin can also display the tax exemption form in a separate page by using our shortcode below, [asp_ute_tax_exemption_form]

After submitting the tax exemption form,

Managing tax-exempt user submissions

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 at checkout

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 blocks

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.