Tax Exempt for WooCommerce

Managing tax exemptions manually often leads to misplaced forms, missing documents, and delayed approval processes, causing frustration for customers and challenges for store owners. With the Tax Exemption for WooCommerce extension, you can automate every aspect of the tax exemption workflow.

This intuitive extension allows merchants to restrict tax exemptions based on specific customers or user roles. It offers the flexibility to customize the tax exemption process, collect essential tax information and supporting documents directly from customers’ My accounts, and approve tax requests either automatically or manually through VAT validation.

Furthermore, the extension ensures that both customers and administrators remain informed at every stage, whether requests are approved, rejected, or pending, through customizable email notifications. In short, this extension streamlines your tax processes, reduces errors, and minimizes manual effort.

How does it work?

After successfully installing this plugin, a text exemption feature will be successfully added to your WooCommerce store. Once this feature is enabled on your store, the customer can easily submit the tax information or VAT number and doc via a simple form. Admin can review and approve or reject this request manually. Moreover, the system can automatically verify this through a VAT number.

Remove Tax Automatically:

Merchants have the option to designate specific customers or user roles as tax-exempt, eliminating the need for these customers to submit any forms or apply for exemption. Exempted customers will not be charged tax in their upcoming orders.

Remove Tax Manually:

Customers can apply for tax exemption by completing a tax exemption form available in their My Account section. Once a request is submitted, the merchant receives an email notification, allowing them to either approve or deny the exemption request. Alternatively, merchants can update a customer’s exemption status through the user detail page in the back-office system.

Auto Tax Removal or Checkout Option

The checkbox in tax exempt for WooCommerce has the following functionality:

• Upon receiving an exemption, customers will notice an exemption checkbox during the checkout process.
• Selecting this option will eliminate any applicable taxes for these customers.
• The heading and label of the checkbox can be customized to suit specific needs.
• It is essential for customers to select this checkbox before completing their purchase; otherwise, taxes will be applied.

 

Customizable Tax-Exempt form in My Account page

Merchants can fully customize the exemptions form based on their needs. They can easily enable or disable and change the labels for the following fields:

• Vat Field
• Text Field
• Text Area Field
• File Upload Field

Moreover, they can also add instructions to the file upload box field and choose what file types are allowed.

Accept/Reject Exemption Requests from the Back-Office (Admin Panel)

To change a user’s exemption status, visit the user detail page from the back-office and:

• Fill the customers exemption form
• Upload the required documents for exemption
• Change customer’s exemption status to approved or disapproved
• Set expiry for user’s exemption status

 

Option to Approve Exemption Requests via Email

Once an exemption request is made by a customer by filling out the exemption form, the merchant receives an email notification notifying them of a new exemption request. From this email merchant can:

• Click on the approved link, which exempts customers from any tax on upcoming orders
• Click on the disapprove link, which disapproves customer’s exemption request.

Exempt Specific Customers or User Roles from Tax

From the tax-exempt for WooCommerce settings panel, merchants can easily select:

• Specific customers by their email for tax exemption
• Customers by their user roles for exemption

Once users or roles are specified these customers will not be charged any tax in their upcoming orders.

 

Custom Email Notifications on Tax Exemption

Both merchants and customers receive Tax Exempt notification emails. These notifications keep the customer and merchants updated on the exemption process. The email notifications are sent during the following scenarios:

• Tax exemption request submission
• Tax exempt request approved
• Tax exempt request disapproved
• On tax exemption information expiry

More Features

• 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 (See details)
• Compatible with Cart & Checkout Blocks