<ul class="wccom-tick-list-primary">
<li>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.</li>
<li>Track and manage all users’ submitted tax exemption requests in a single place.</li>
<li>Increase site revenue and entice more customers</li>
<li>Run tax exemption, tax claims, and remove tax automatically, etc.</li>
</ul>
<hr class="wccom-product-heading__hr" />

 
<h2 id="h-top-3-features">Features</h2>
<ul class="wccom-tick-list-secondary">
<li>Added a separate list table to manage users submitted tax exemption requests.</li>
<li>Added separate custom form fields for tax exemption.</li>
<li>Separate activity logs will be recorded for individual users submitted tax exemption requests.</li>
<li>Added a separate column under orders list table to find the order is exempted from tax.</li>
<li>Set expiry date globally based on number of days/weeks/months/years for the tax exemption form submitted users.</li>
<li>Tax exemption supported in cart page.</li>
<li>Sorting provided for custom form fields.</li>
<li>Changing tax exemption field position options provided for classic Cart and Checkout.</li>
<li>Global option to allow or disallow tax exemption in a single click.</li>
<li>Exempt users or user roles from tax.</li>
<li>Restrict user roles for tax exemption.</li>
<li>Restrict specific countries for tax exemption. (New)</li>
<li>Introduced new shortcode to display tax exemption submission form in a separate page. (New)</li>
<li>Auto approve users who are submitting the tax exemption form.</li>
<li>Labels and messages can be customized.</li>
<li>Offered various emails via WooCommerce emails.</li>
<li>Supported various input types for custom form fields such as Text, Textarea, Checkbox, Number, Email, Phone, Radio, Select, File Upload.</li>
<li>Customers can easily track their submitted tax exemption requests under the Account page in a separate menu.</li>
<li>Added a separate column under users table 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>
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.
<h2>How it works</h2>
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.
<h3>Adding a new form field for tax exemption</h3>
Site admin can use the below custom form fields to create/update a tax exemption form under WooCommerce > Tax Exemption > Form Fields.
<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>
<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" />
<h3>Managing custom form fields</h3>
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.
<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" />
<h3>Submitting tax exemption forms</h3>
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]
<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" />
After submitting the tax exemption form,
<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" />
<h3>Managing tax-exempt user submissions</h3>
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.
<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" />
Site admin can edit the customer’s submitted tax exemption form under WooCommerce > Tax Exemption > Edit.
<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" />
<h3>Exempting tax at checkout</h3>
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.
<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" />
<h3>Changing tax exemption field positions via Cart/Checkout blocks</h3>
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.
<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" />
<h3>Emails</h3>
Emails can be sent to the customers and store owners for all the tax exemption activities.
<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" />
<hr class="wccom-product-heading__hr" />
<div class="woo-sc-box" style="border-left-color: #007cba">
Check out our other best-selling and popular extensions for WooCommerce below,
<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

Allow tax-exempt customers to submitting a tax exemption form via their My account page.

<img class="alignnone size-medium wp-image-18734006191554" src="https://woocommerce.com/wp-content/uploads/2025/12/EN-Banner-Quaderno-WooCommerce-High-Resolution.png?w=896" alt="" width="896" height="290" />
Quaderno provides the only end-to-end global tax solution for WooCommerce: Automated tax calculation for 12,000+ tax jurisdictions, compliant e-invoicing, real-time nexus and VAT/GST threshold monitoring, and a worldwide filing service.
Quaderno works behind the scenes to automatically calculate precise taxes for every sale and generate compliant invoices and credit notes, regardless of your customer’s location. Our tax compliance software continuously updates with the latest tax regulations, seamlessly handling complex requirements including US sales tax, EU VAT, Canadian GST, and various mandatory e-invoicing systems.
<h2>Benefits and features</h2>
<ul>
<li>Proactive tax notifications: Get instant alerts when you become liable for taxes by surpassing a tax registration threshold worldwide. We’ll also notify you when a tax rate changes in any region where you sell.</li>
<li>Real-time, accurate tax calculation: Our intelligent database instantly identifies the precise tax rate and amount based on your product and your customer’s exact location, ensuring accuracy every time.</li>
<li>Instant, comprehensive tax reports: Generate all the vital information you need for your tax returns at a glance. Quaderno’s intuitive dashboard provides immediate, actionable insights into your tax obligations.</li>
<li>Worldwide registration and filing service: Simplify your tax obligations from end to end. We offer a comprehensive service to handle your tax registration and filing, wherever you do business.</li>
<li>Automated e-invoicing and credit notes: Ditch the manual work. Professionally crafted invoices and credit notes are automatically generated and sent for every order, available in multiple languages and currencies. We also provide support for legally compliant e-invoicing and e-reporting systems.</li>
<li>Transparent and Affordable Pricing: Quaderno offers transparent, transaction-based pricing that scales with your business. Plans start at just $29 USD per month with no hidden fees. <a href="https://quaderno.io/pricing/?utm_source=woocommerce&utm_medium=marketplace&utm_campaign=product_description" target="_blank" rel="noopener">View all available pricing plans</a>.</li>
<li>Five-star support: Get expert assistance from real human specialists and Quaderno experts, allowing you to focus completely on scaling your business.</li>
<li>Onboarding assistance: Personalized calls for all new users to answer questions and customize setup.</li>
<li>Customer self-service: Empower your customers to download their invoices and credit notes directly from their WooCommerce orders page, reducing customer service inquiries and improving their experience.</li>
</ul>
Ready to scale your global WooCommerce business without the tax headaches?
Start your <a href="https://quadernoapp.com/signup/?utm_source=woocommerce&utm_medium=marketplace&utm_campaign=product_description" target="_blank" rel="noopener">free 7-day trial</a> today, or <a href="https://quaderno.io/contact-specialist/?utm_source=woocommerce&utm_medium=marketplace&utm_campaign=product_description" target="_blank" rel="noopener">book a free consultation</a> with one of our experts.

Quaderno: Global Tax & Invoicing Automation

The only all-in-one WooCommerce tax extension for sales tax, VAT, and GST.

Ultimate Tax Exemption vs Quaderno: Global Tax & Invoicing Automation