The customers to declare tax exemption status on WooCommerce checkout, and provide tax / VAT exemption details with this.
This is useful if you have some customers that are eligible to be exempt from tax on your products, for example for the purpose of disability VAT exemption or charity VAT relief.
Getting Started
Simply install the “Tax Exemption plugin for WooCommerce” plugin, and visit the “Tax Exemption” settings page under “WooCommerce” in the WordPress admin.
Configure the plugin settings as required:
- Enable or disable the tax exemption feature.
- Select the tax class to use for the Tax / VAT exemption.
- Select the location on checkout to display the tax exemption fields.
- Enable or disable removal of tax on shipping for exempt customers.
- Enable or disable the tax exemption fields on the “My Account” page.
- Customise the text/labels used throughout the plugin.
Your customers will then be able to select the “I want to claim tax exemption” checkbox on the checkout page, and enter their tax exemption details.
Tax will be removed from their order if this is checked and they have entered their details successfully.
If an order is marked as tax / VAT exempt, this will be shown on the admin order details page, where you can see the tax exempt details.
PRO Version
The PRO version offers several additional features including:
- Custom tax exemption form fields.
- Tax exemption certificate upload field.
- Tax exemption expiration date field.
- Tax exemption city/state field.
- Tax exemption fields on registration form.
- Exemption status management for admins.
- Only allow exemption for approved users.
- Hide the tax exemption fields on checkout.
- Only remove tax from specific products.
- Only allow exemption for logged in users.
- Only allow exemption for selected user roles.
- Only allow exemption for selected countries.
- Only allow exemption for selected states/cities.
- Customize the tax class for each user.
- Export CSV files of exempt customers.
- Export CSV files of exempt orders.
- Integration with “AvaTax”.
