<h2><b>Manage VAT Exemptions at Checkout.  Cleanly and Compliantly.</b></h2>
<p><span style="font-weight: 400">If your store sells products that qualify for VAT or tax exemption, handling this manually creates risk:</span></p>
<ul>
<li style="font-weight: 400"><span style="font-weight: 400">Incorrect tax application</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Missing exemption records</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Time-consuming admin work</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Compliance exposure</span></li>
</ul>
<p><span style="font-weight: 400">This plugin allows eligible customers to </span>declare and apply tax exemption directly at checkout<span style="font-weight: 400">, while automatically applying the correct tax treatment and storing all required data.</span></p>
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<h2><b>Built for UK VAT — Ready for Global Use </b></h2>
<p>Designed for UK VAT exemption(disability & charity compliance)</p>
<p><strong>Supports global tax systems, including:</strong></p>
<ul>
<li> GST (Australia, New Zealand, Canada)</li>
<li> EU VAT zero-rating scenarios</li>
<li> Region-specific tax exemption workflows</li>
<li>Flexible country-based rules and tax handling</li>
<li>Customizable forms to match local legal requirements</li>
<li style="list-style-type: none"></li>
</ul>
</div>
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<h2><b>How It Works</b></h2>
<ol>
<li><span style="font-weight: 400">Enable tax exemption on eligible products</span></li>
<li><span style="font-weight: 400">Customers complete a guided exemption form at checkout</span></li>
<li><span style="font-weight: 400">The plugin applies the correct tax rate automatically (e.g. 0% VAT)</span></li>
<li><span style="font-weight: 400">All exemption details are securely stored with the order</span></li>
</ol>
<p><span style="font-weight: bold">You get a complete, auditable record — without manual intervention.</span></p>
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<h2><b>Key Features</b></h2>
<h3><b>Flexible exemption controls</b></h3>
<ul>
<li>Per-product exemption settings for precise eligibility</li>
<li>User role-based exemptions (ideal for B2B, charities, verified customers)</li>
<li>Country-based tax rules (VAT, GST, regional equivalents)</li>
<li>Exemption start and expiry dates for accurate record management</li>
</ul>
<h2><a href="https://woocommerce.com/wp-content/uploads/2011/10/Create-Custom-VAT-Exemption-Fields-in-Seconds-1.jpg"><img class="aligncenter wp-image-18734006362859 size-large" src="https://woocommerce.com/wp-content/uploads/2011/10/Create-Custom-VAT-Exemption-Fields-in-Seconds-1.jpg?w=980" alt="how to create customer VAT exemption Fields in Seconds dashboard set-up" width="980" height="732" /></a></h2>
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<h2>Checkout Form That Fits Your Store</h2>
<ul>
<li>Comprehensive exemption form at checkout with order attachment for record-keeping</li>
<li>Customizable fields, labels, and layout, including basic and advanced field options</li>
<li>Dynamic field visibility to keep forms clean and relevant</li>
<li>Mobile-friendly signature and toggle fields for modern checkout experiences</li>
</ul>
<p><a href="https://woocommerce.com/wp-content/uploads/2011/10/CleanShot-2026-02-18-at-16.26.52@2x-1.png"><img class="aligncenter wp-image-18734006362965 size-large" src="https://woocommerce.com/wp-content/uploads/2011/10/CleanShot-2026-02-18-at-16.26.52@2x-1.png?w=980" alt="VAT Exemption field set-up page" width="980" height="549" /></a></p>
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<h2 data-start="871" data-end="886">Admin efficiency + reporting</h2>
<ul>
<li data-start="871" data-end="886">Admin management tools and notifications<span style="font-family: Arial, sans-serif;font-size: 16px;letter-spacing: -0.011em"> to review and manage exemptions efficiently</span></li>
<li data-start="871" data-end="886">Reporting & analytics<span style="letter-spacing: -0.011em"> to track exemption activity and maintain oversight</span></li>
<li data-start="871" data-end="886">Download & print completed forms<span style="letter-spacing: -0.011em"> for customer records and compliance workflows</span></li>
</ul>
<p><a href="https://woocommerce.com/wp-content/uploads/2011/10/Track-VAT-Exemption-Claims-in-Real-Time-1-1.jpg"><img class="aligncenter wp-image-18734006362866 size-large" src="https://woocommerce.com/wp-content/uploads/2011/10/Track-VAT-Exemption-Claims-in-Real-Time-1-1.jpg?w=980" alt="Track VAT Exemption Claims in Real Time dashboard - export features" width="980" height="732" /></a></p>
<p style="text-align: left" data-start="0" data-end="334"><strong data-start="0" data-end="40">Visualize VAT Distribution Worldwide</strong></p>
<p style="text-align: left" data-start="0" data-end="334">Gain instant geographical insights into your VAT and tax exemption activity with automated reporting tools built for WooCommerce. Monitor exemption trends across supported regions including the UK, European Union, Canada, Australia and New Zealand — all from a clean, centralized dashboard.</p>
<p style="text-align: left" data-start="336" data-end="500" data-is-last-node="" data-is-only-node="">Track tax-exempt activity in real time, identify regional demand patterns and export reports with a single click for compliance, accounting or operational review.</p>
<p><a href="https://woocommerce.com/wp-content/uploads/2011/10/ChatGPT-Image-May-8-2026-04_34_19-PM.png"><img class="aligncenter wp-image-18734006564884 size-large" src="https://woocommerce.com/wp-content/uploads/2011/10/ChatGPT-Image-May-8-2026-04_34_19-PM.png?w=980" alt="map of the world showing percentages of business per country" width="980" height="730" /></a></p>
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<p style="text-align: left" data-start="0" data-end="334"><strong data-start="0" data-end="40">Compliance-ready by design</strong></p>
<ul>
<li>Built with UK VAT compliance in mind (HMRC-aligned workflows)</li>
<li>Supports disability and charity exemption requirements</li>
<li>GDPR-friendly data handling</li>
<li>Accessibility considerations for inclusive user experience</li>
</ul>
<p style="text-align: left" data-start="0" data-end="334"><strong data-start="0" data-end="40">Compatibility you can count on</strong></p>
<ul>
<li style="text-align: left" data-start="0" data-end="334">Built for modern WooCommerce stores, including HPOS support</li>
<li style="text-align: left" data-start="0" data-end="334">Maintains backward compatibility for legacy WooCommerce setups</li>
<li style="text-align: left" data-start="0" data-end="334"><span style="font-weight: 400">Ongoing updates and improvements included</span></li>
</ul>
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<h2 data-start="2505" data-end="2520">Who It’s For</h2>
<p>This plugin is ideal for WooCommerce stores that need structured tax exemption workflows, including:</p>
<ul>
<li>UK stores handling disability VAT exemption (primary use case)</li>
<li>Charities and non-profits requiring tax relief processes</li>
<li>B2B stores with tax-exempt or zero-rated customers</li>
<li>International stores needing GST/VAT exemption handling</li>
<li>Any store that needs clean, auditable tax exemption workflows</li>
</ul>
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<h2 data-start="2819" data-end="2843">Why Store Owners Choose This Plugin</h2>
<ul>
<li>Eliminates manual VAT adjustments and refunds</li>
<li>Reduces compliance risk with structured data capture</li>
<li>Improves checkout experience for eligible customers</li>
<li>Provides a clear audit trail for tax authorities</li>
<li>Scales across regions and tax systems</li>
</ul>
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<h2 data-start="2819" data-end="2843">What’s Included</h2>
<ul>
<li data-start="2846" data-end="2888">Ongoing product updates and enhancements</li>
<li data-start="2846" data-end="2888">Full customer support</li>
<li data-start="2846" data-end="2888">30-day money-back guarantee</li>
<li style="list-style-type: none"></li>
</ul>
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Disability VAT Exemption

<h3 style="text-align: left"><b>VAT & Tax Exemption for WooCommerce</b></h3>
<p style="text-align: left">Built for UK VAT compliance — flexible for global tax systems (VAT, GST & more)</p>

<ul class="wccom-tick-list-primary">
<li>Add a simple-to-use, feature-rich ultimate <strong>tax exemption system</strong> for configuring, creating custom tax form fields and managing tax exemption requests in your WooCommerce store.</li>
<li>Track and manage all users’ submitted tax exemption requests <strong>in a single place.</strong></li>
<li><strong>Increase site revenue</strong> and entice more customers</li>
<li>Run tax exemption, tax claims, and <strong>remove tax automatically</strong>, etc.</li>
</ul>
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<p> </p>
<h2 id="h-top-3-features">Features</h2>
<ul class="wccom-tick-list-secondary">
<li>Added a <strong>separate list table</strong> <strong>to manage users</strong> submitted tax exemption requests.</li>
<li>Added separate <strong>custom form fields</strong> for tax exemption.</li>
<li>Separate <strong>activity logs will be recorded</strong> for individual users submitted tax exemption requests.</li>
<li>Added a <strong>separate column under orders list table</strong> to find the order is exempted from tax.</li>
<li><strong>Set</strong> <strong>expiry date</strong> <strong>globally</strong> based on number of days/weeks/months/years for the tax exemption form submitted users.</li>
<li>Tax exemption <strong>supported in cart</strong> page.</li>
<li><strong>Sorting</strong> provided for custom form fields.</li>
<li>Changing <strong>tax exemption field position</strong> <strong>options</strong> provided for classic Cart and Checkout.</li>
<li><strong>Global option </strong>to allow or disallow tax exemption in a single click.</li>
<li>Exempt <strong>users or user roles</strong> from tax.</li>
<li>Restrict <strong>user roles </strong>for tax exemption.</li>
<li>Restrict <strong>specific countries </strong>for tax exemption. <strong><span style="color: blue">(New)</span></strong></li>
<li><strong>Introduced</strong> new <strong>shortcode</strong> to display tax exemption submission form in a separate page. <strong><span style="color: blue">(New)</span></strong></li>
<li><strong>Auto approve users</strong> who are submitting the tax exemption form.</li>
<li><strong>Labels and messages</strong> can be customized.</li>
<li>Offered various emails via <strong>WooCommerce emails</strong>.</li>
<li>Supported various input types for custom form fields such as <strong>Text, Textarea, Checkbox, Number, Email, Phone, Radio, Select, File Upload</strong>.</li>
<li>Customers can easily track their <strong>submitted tax exemption requests under the Account page</strong> in a separate menu.</li>
<li>Added a <strong>separate column under users table</strong> to find the tax exemption status.</li>
</ul>
<h2>Benefits</h2>
<ol>
<li>Simple to use.</li>
<li>Potentially increases site admin revenue.</li>
<li>Increases customer satisfaction.</li>
<li>Entice new customers.</li>
</ol>
<h2>Why you need Ultimate Tax Exemption</h2>
<p>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.</p>
<h2>How it works</h2>
<p>By enabling the Allow Tax Exemption option under <strong>WooCommerce > Tax Exemption > Settings</strong>, your customers can either be exempted from tax or the tax exemption form can be submitted on their <em>My account</em> page.</p>
<h3>Adding a new form field for tax exemption</h3>
<p>Site admin can use the below custom form fields to create/update a tax exemption form under <strong>WooCommerce > Tax Exemption > Form Fields</strong>.</p>
<ul>
<li>Text</li>
<li>Textarea</li>
<li>Checkbox</li>
<li>Number</li>
<li>Email</li>
<li>Phone</li>
<li>Radio</li>
<li>Select</li>
<li>File Upload</li>
</ul>
<p><img class="wp-image-18734004620029 size-full aligncenter" src="https://woocommerce.com/wp-content/uploads/2024/09/new-form-field.png" alt="" width="1701" height="528" /></p>
<h3>Managing custom form fields</h3>
<p>Here <strong>Tax Payer Name, Tax Number, Exempt Reason and Exempt Certificate</strong> fields have been created and activated by default. Only the fields which are active will appear under <strong>My account > Tax Exemption</strong> for the customers. Using drag & drop method site admin can sort the fields listed here as per their wish.</p>
<p><img class="wp-image-18734004620030 size-full aligncenter" src="https://woocommerce.com/wp-content/uploads/2024/09/form-fields.png" alt="" width="1693" height="793" /></p>
<h3>Submitting tax exemption forms</h3>
<p>Customers can submit their tax exemption form under <strong>My account > Tax Exemption</strong> page. Once they have submitted their form it goes to <strong>pending</strong> status. Here customers can also have the ability to change/update their tax exemption submitted form by clicking the Resubmit button.</p>
<p>Alternatively, the site admin can also display the tax exemption form in a separate page by using our shortcode below, <strong>[asp_ute_tax_exemption_form]</strong></p>
<p><img class="wp-image-18734004620100 size-full aligncenter" src="https://woocommerce.com/wp-content/uploads/2024/09/submit-form.png" alt="" width="1544" height="1122" /></p>
<p>After submitting the tax exemption form,</p>
<p><img class="alignnone size-full wp-image-18734004620122" src="https://woocommerce.com/wp-content/uploads/2024/09/after-submission.png" alt="" width="980" height="694" /></p>
<h3>Managing tax-exempt user submissions</h3>
<p>Site admin can manage all the users’ submitted tax exemption requests under <strong>WooCommerce > Tax Exemption > Manage Tax Exemptions</strong>. 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.</p>
<p><img class="wp-image-18734004620190 size-full alignnone" src="https://woocommerce.com/wp-content/uploads/2024/09/submission-list.png" alt="" width="1692" height="794" /></p>
<p>Site admin can edit the customer’s submitted tax exemption form under <strong>WooCommerce > Tax Exemption > Edit</strong>.</p>
<p><img class="alignnone size-full wp-image-18734004620447" src="https://woocommerce.com/wp-content/uploads/2024/09/edit-submission.png" alt="" width="980" height="742" /></p>
<h3>Exempting tax at checkout</h3>
<p>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.</p>
<p><img class="alignnone wp-image-18734004223614 size-full" src="https://woocommerce.com/wp-content/uploads/2024/09/n-exempt-tax.gif" alt="" width="2520" height="1080" /></p>
<h3>Changing tax exemption field positions via Cart/Checkout blocks</h3>
<p>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 <strong>WooCommerce > Tax Exemption > Settings > Display</strong> to change the field positions.</p>
<p><img class="wp-image-18734004620551 size-full alignnone" src="https://woocommerce.com/wp-content/uploads/2024/09/edit-cart.png" alt="" width="1068" height="1101" /></p>
<h3>Emails</h3>
<p>Emails can be sent to the customers and store owners for all the tax exemption activities.</p>
<p><img class="wp-image-18734004620036 size-full alignnone" src="https://woocommerce.com/wp-content/uploads/2024/09/emails_762a77.png" alt="" width="1675" height="448" /></p>
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<div class="woo-sc-box" style="border-left-color: #007cba">
<p><i>Check out our other best-selling and popular extensions for <strong>WooCommerce</strong> below,</i></p>
<ul>
<li><a href="https://woocommerce.com/products/ultimate-payment-plans/">Ultimate Payment Plans or Deposits</a></li>
<li><a href="https://woocommerce.com/products/ultimate-raffle/">Ultimate Raffle</a></li>
<li><a href="https://woocommerce.com/products/ultimate-refunds/">Ultimate Refunds</a></li>
<li><a href="https://woocommerce.com/products/ultimate-order-approval/">Ultimate Order Approval</a></li>
</ul>
</div>

Ultimate Tax Exemption

<p>Allow tax-exempt customers to submitting a tax exemption form via their <em>My account</em> page.</p>

Disability VAT Exemption vs Ultimate Tax Exemption