<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.

<h2>TaxJar is a leading technology for e-commerce businesses to manage sales tax.</h2>
TaxJar is a SaaS-based sales tax automation platform that leverages innovative technology and exceptional customer service to help you focus on what matters most – growing your business.
Trusted by more than 20,000 businesses, TaxJar easily integrates with your WooCommerce store and automates the end-to-end sales tax life cycle – from calculations and nexus tracking to reporting and filing with a single click.
TaxJar provides award-winning support and transparent pricing options suited to the needs of your business. Eliminate the manual process and complexity of sales tax compliance as you increase sales into new states and across multiple channels.
Stripe acquired TaxJar in 2021 to help businesses better manage tax compliance. TaxJar is a good fit for WooCommerce businesses with US sales tax obligations. For WooCommerce businesses with global tax obligations, Stripe Tax is a good fit. TaxJar and Stripe Tax are two separate products that <a href="https://www.taxjar.com/taxjar-and-stripe-tax">address unique tax needs</a>. Learn more about Stripe Tax for WooCommerce businesses <a href="https://docs.stripe.com/use-stripe-apps/woocommerce">here</a>.
<img class="alignnone size-medium wp-image-4620585" src="https://woocommerce.com/wp-content/uploads/2014/10/Screen-Shot-2019-07-23-at-3.30.44-PM.png?w=620" alt="" width="620" height="6" />
<h2>TaxJar features and benefits</h2>
<h4>Account</h4>
Users must be subscribed to a TaxJar Professional account. To get started, <a href="https://app.taxjar.com/sign_up">sign up for a TaxJar trial</a>.
<h4>Pricing</h4>
Transparent, order-based pricing. No setup fee or connector fees. Learn more about TaxJar’s pricing at taxjar.com/pricing.
Note: A TaxJar Professional account will be required for real-time sales tax calculations through the TaxJar API.
<h3>TaxJar for WooCommerce gives you:</h3>
Return-ready, jurisdiction level reporting. TaxJar save hours on sales tax filings by organizing sales data into easy-to-read, exportable, return-ready state reports. 
Real-time sales tax rates & calculations. TaxJar API instantly provides accurate sales tax rates at checkout for upgraded plans. A TaxJar Professional account will be required for real-time sales tax calculations through the TaxJar API.
Economic nexus insights. Import your sales data into TaxJar to determine where your sales have met or exceeded the economic threshold in each state. Get guidance on how to begin complying with sales tax in any new state.
Peak season traffic management. TaxJar can handle and scale with any uptick in demand increase, such as seasonality or special deals.
Prebuilt e-commerce integrations. Your business is multi-channel, so your tax engine should be too. In addition to our API, TaxJar offers a one-click integration with your WooCommerce store and major marketplaces like Walmart, Amazon, Etsy, and more. A Professional TaxJar plan is required to use API integrations.
Multi-channel support. TaxJar automatically generates accurate state reporting across all of the channels you sell in and for all transaction types – including product and service exempt sales, customer exempt sales, and deductions for marketplace sales in Marketplace Facilitator states. A TaxJar Professional account is required to use these features.
<img class="alignnone wp-image-8662666 size-full" src="https://woocommerce.com/wp-content/uploads/2014/10/Screen-Shot-2021-06-24-at-11.19.14-AM-4.png" alt="" width="1484" height="1330" />
<a href="https://woocommerce.com/wp-content/uploads/2014/10/rates-are-never-out-of-date.png"><img class="alignnone size-medium wp-image-521882" src="https://woocommerce.com/wp-content/uploads/2014/10/rates-are-never-out-of-date-620x236.png" alt="rates-are-never-out-of-date" width="620" height="236" /></a>
<img class="alignnone size-medium wp-image-18734006362491" src="https://woocommerce.com/wp-content/uploads/2014/10/TaxJar2.png?w=512" alt="" width="512" height="385" />
<img class="alignnone size-medium wp-image-18734006362513" src="https://woocommerce.com/wp-content/uploads/2014/10/TaxJar-3-1.png?w=512" alt="" width="512" height="373" />
<img class="alignnone size-medium wp-image-4620585" src="https://woocommerce.com/wp-content/uploads/2014/10/Screen-Shot-2019-07-23-at-3.30.44-PM.png?w=620" alt="" width="620" height="6" />
<h2>Customer experience is key</h2>
When you need help, our extensive knowledge base, technical documentation, in-house sales tax experts and award-winning customer support team can get you the answers you need.
Get up & running, fast. Simple onboarding accelerates the time it takes to get up and running (typically within 7 days), and successfully using TaxJar. Never wait for us to schedule your implementation and get started when you’re ready.
Built-in research team. We keep up with the changes so your team doesn’t have to. Economic nexus laws, tax codes, no problem! Lean on our sales tax experts to provide timely and accurate research.
Award-winning support. Our TaxJar experts are here to help troubleshoot and answer questions with industry-leading support.
<img class="alignnone size-medium wp-image-4620585" src="https://woocommerce.com/wp-content/uploads/2014/10/Screen-Shot-2019-07-23-at-3.30.44-PM.png?w=620" alt="" width="620" height="6" />
<h2>Getting started</h2>
<ul>
<li style="font-weight: 400">Transparent, order-based pricing. No setup fee or connector fees. TaxJar Professional starts at $99 per month for up to 200 orders, with four free AutoFiles per year included and distributed quarterly. Get started today with a <a href="https://app.taxjar.com/sign_up">free, 30-day TaxJar trial</a>.</li>
</ul>
Join more than 20,000 customers who rely on TaxJar every month.
<img class="alignnone size-medium wp-image-4620585" src="https://woocommerce.com/wp-content/uploads/2014/10/Screen-Shot-2019-07-23-at-3.30.44-PM.png?w=620" alt="" width="620" height="6" />
<h2>Other notable features</h2>
<ul>
<li>Simple install – automate your sales tax in minutes</li>
<li>Compatible with WooCommerce and WordPress</li>
<li class="p1">Supports tax exempt items set by store manager</li>
<li class="p1">Sales tax data in one place even if you sell on other platforms.</li>
</ul>
<h2 class="p3">FAQ</h2>
Q: What are the requirements to collect sales tax with TaxJar for WooCommerce? 
A: A Professional TaxJar account and a business address are required for TaxJar’s plugin to calculate a sales tax rate.
Q: What does this extension cost? 
A: TaxJar is your all-in-one sales tax management solution. TaxJar provides transparent pricing options for businesses of all sizes. No setup fee or connector fees. Learn more about TaxJar’s pricing at taxjar.com/pricing.
Q: Does this cost more if I have nexus in more than one state? 
A: Nope. The cost is the same no matter if you have nexus in one state or 40 states.
Q: Can TaxJar file my sales tax returns automatically for me? 
A: Yes. We can file sales tax returns for you everywhere in any US state.
Q: Is there a separate fee to file my sales tax returns for me? 
A: Yes. The fee starts at $55/Filing with 4 free AutoFiles per year included in the TaxJar Professional plan.
Q: I have locations in multiple states. Will this collect sales tax in all of those states? 
A: Yes. We make it easy. Just tell us your locations and we’ll do the rest.
Q: What other platforms can I connect to TaxJar? 
A: You can connect your accounts from the following platforms to TaxJar to get automated sales tax filing. TaxJar has more than 30 integrations. Visit www.taxjar.com/sales-tax-integrations to learn more.
<div class="woo-sc-box note info ">Note: Third party extensions are not covered under our <a href="https://woocommerce.com/support-policy/">Support Policy.</a></div>

TaxJar

Automate sales tax compliance for your multi-channel e-commerce business. Accurate sales tax calculations, data aggregation, quality reporting, and filing for your WooCommerce store.

Ultimate Tax Exemption vs TaxJar