<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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<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>

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							<h2>
								Eliminate the need to even think about sales taxes for your store							</h2>
							<p>
								Automatically calculate how much sales tax should be collected for WooCommerce orders — by city, country, or state — at checkout.							</p>
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								Prices shown in USD and exclude VAT.							</p>
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							<h3>
								Enable automated taxes							</h3>
							<p>
								That’s it! Once you update your tax settings, your store will collect sales tax at checkout based on the store address in your WooCommerce Settings.							</p>
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							<h4>
								Available today in the United States, Canada, and beyond							</h4>
							<p>
								Save yourself the time and the tax burden – get automated sales taxes for United States, Canadian, Australian, and United Kingdom based stores, plus a growing list of countries in the rest of the world including: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, and Sweden.							</p>
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							<h3>Automate your taxes today</h3>
							<p>An easier way to calculate your tax rates awaits. No more hassling with custom tax rates, set it and forget it!</p>
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								Prices shown in USD and exclude VAT.							</p>
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	<a href="https://woocommerce.com/document/woocommerce-shipping-and-tax/woocommerce-tax/" class="wccom-button wccom-mock-bundle-button is-style-primary is-large" data-tracks="woocommerce_services_docs_cta" data-tracks-url="https://woocommerce.com/document/woocommerce-shipping-and-tax/woocommerce-tax/" data-tracks-text="View the Documentation">
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WooCommerce Tax

<p>Automatically calculate how much sales tax should be collected for WooCommerce orders — by city, country, or state — at checkout.</p>

Ultimate Tax Exemption vs WooCommerce Tax