<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>
<hr class="wccom-product-heading__hr" />
<span class="embed-youtube" style="text-align:center"></span>
<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>
<hr class="wccom-product-heading__hr" />
<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>

<h2>Automate tax compliance</h2>
<p>Avalara for WooCommerce does the heavy lifting when it comes to domestic and global tax compliance. Our integration with WooCommerce offers a single connection to a global tax compliance platform, helping your business calculate tax at checkout, prepare and file tax returns, manage tax exempt sales, and more. To use Avalara for WooCommerce, you must purchase an account with Avalara if you don’t already have one.</p>
<h2>Let’s make tax one less thing to worry about.</h2>
<p><div class="woo-sc-box normal  info "> <a href="https://www.avalara.com/us/en/get-started/get-started-woocommerce.html?partnerID=0014000000pr8gIAAQ&campaignID=701Uz00000axgqOIAQ&connectorID=a0n3300000FSK2zAAH&utm_campaign=4-2025-woo-listing-general&marketing_channel=web_referral&vendor=partner&paid_unpaid=unpaid" target="_blank" rel="noopener">Speak with an Avalara ecommerce specialist to get started</a> </div><br />
<strong>The 2026 Avalara Tax Changes Report for Retail is here! Understand how tax changes are reshaping retail pricing, compliance, and growth in 2026 and beyond.</strong><br />
<div class="woo-sc-box normal  info "> <a href="https://www.avalara.com/simplify/en/asset/retail-tax-changes-guide-for-2026.html?partnerID=0014000000pr8gIAAQ&campaignID=701Uz000016i9rdIAA&connectorID=a0n3300000FSK2zAAH&utm_campaign=AMER_PROS_Unpaid-Synd_HiVal-Report_03_2026_Woo-ATC-Retail&marketing_channel=web_referral&vendor=partner&paid_unpaid=unpaid&target_audience=partner" target="_blank" rel="noopener">Download the 2026 Avalara Tax Changes Report for Retail</a> </div></p>
<h2><strong>Key benefits</strong></h2>
<h2><span style="font-weight: 400">Let agentic AI do the tax work. Avalara automates tax compliance across industries, borders, and tax types — reduce audit exposure, cut compliance costs, and increase efficiency.</span></h2>
<ul>
<li><strong>Sell globally with confidence – </strong>Give customers full transparency at checkout. Avalara can calculate sales tax, VAT, GST, and duties in real time — so shoppers see accurate costs upfront, with fewer unexpected charges after delivery.</li>
<li><strong>Supports both B2C and B2B –</strong> Whether you sell direct-to-consumer or to other businesses, Avalara manages accurate tax calculations, exemption certificates, and compliance requirements in real time — so every transaction is right the first time.</li>
<li><strong>Unify tax across each sales channel – </strong>Selling through WooCommerce, marketplaces, in-store, or wholesale portals? Avalara integrates with your commerce stack to centralize tax calculation, reporting, and filings with one solution.</li>
<li><strong>Agentic tax and compliance –</strong> Avalara’s AI-powered automation keeps tax compliance streamlined, with in-browser guidance from our Chrome plugin helping your team stay focused on operations and growth.</li>
</ul>
<h2>How to get started</h2>
<ol>
<li><a href="https://www.avalara.com/us/en/get-started/get-started-woocommerce.html?partnersource=0014000000pr8gIAAQ&campaignid=701Uz00000axgqOIAQ&connector=a0n3300000FSK2zAAH" target="_blank" rel="noopener">Contact Avalara to purchase an account</a>, if you don’t already have one.</li>
<li>Download and install the Avalara for WooCommerce extension.</li>
<li>Log in to your Avalara account to get your Account Number and License Key.</li>
<li>Input your Account Number and License Key within your WooCommerce settings.</li>
<li>Set up and save your tax codes and settings for your store.</li>
</ol>
<h2>Notable features</h2>
<p><strong>Address the global market with confidence – </strong>Avalara Cross-Border calculates customs duties and import taxes in real-time, reducing the risk of costly penalties, delays, and customers being surprised with unexpected costs.</p>
<p><img class="alignnone wp-image-18734002504070" src="https://woocommerce.com/wp-content/uploads/2016/01/WooCommerce_AppListing_04.png" alt="Duties and import taxes" width="915" height="610" /></p>
<p><strong>Stay confidently compliant when expanding across borders – </strong>The Avalara for WooCommerce integration supports g<span style="font-weight: 400">lobal tax calculation and reporting—including e-invoicing and live reporting.</span></p>
<p><img class="alignnone wp-image-18734002504002" src="https://woocommerce.com/wp-content/uploads/2016/01/WooCommerce_AppListing_01.png" alt="Cross border" width="915" height="610" /></p>
<p><strong>Digitally organize and manage your exemption certificates – </strong>Avalara Exemption Certificate Management collects exemption certificates at checkout, applies exemptions automatically, and helps you to easily track and maintain your tax-exempt sales.</p>
<p><img class="alignnone wp-image-18734002504047" src="https://woocommerce.com/wp-content/uploads/2016/01/WooCommerce_AppListing_02.png" alt="ECM" width="915" height="610" /></p>
<p><strong>Remove the manual drain of filing and remittance – </strong>When it’s time to file, you can reconcile and pay one amount. Avalara Returns works with state and local governments to file and pay on your behalf.</p>
<p><img class="alignnone wp-image-18734002504055" src="https://woocommerce.com/wp-content/uploads/2016/01/WooCommerce_AppListing_03.png" alt="filing and remittance" width="915" height="610" /></p>
<p> </p>
<h2></h2>
<h2>Free sales tax risk assessments and tools</h2>
<p>If you do business in multiple states and/or countries, knowing if you need to register to collect and file sales tax is important. Learn more from our helpful tools:</p>
<ol>
<li>Are you aware of your potential sales tax obligations? Take this free <a href="https://www.avalara.com/us/en/learn/nexus/nexus-risk-assessment.html?partnersource=0014000000pr8gIAAQ&campaignid=7015a000002BL82AAG&connector=a0n3300000FSK2zAAH" target="_blank" rel="noopener noreferrer">Sales Tax Risk Assessment</a> to help find out.</li>
<li>Learn about your one-stop shop for <a href="https://www.avalara.com/us/en/products/industry-solutions/cross-border-solutions.html?partnerID=0014000000pr8gIAAQ&campaignID=701Uz00000axgqOIAQ&connectorID=a0n3300000FSK2zAAH&utm_campaign=4-2025-woo-listing-crossborder&marketing_channel=web_referral&vendor=partner&paid_unpaid=unpaid">end-to-end international trade compliance</a>.</li>
<li>Sales Tax 101 with Avalara: How much should you charge? If you even have to. <a href="https://www.avalara.com/us/en/learn/guides/small-business-faq/tax-calculation-101.html" target="_blank" rel="noopener">Don’t worry — we’ve got you covered</a>.</li>
</ol>
<h2>Documentation and support</h2>
<ul>
<li>You can learn more about installing and configuring Avalara <a href="https://woocommerce.com/document/avalara-avatax/" target="_blank" rel="noopener">in our documentation</a>.</li>
<li>If you already have an Avalara account, you can reach support through your account dashboard or one of <a href="https://community.avalara.com/support/s/?language=en_US" target="_blank" rel="noopener">these alternate ways.</a></li>
</ul>
<div class="woo-sc-box normal  info ">Curious how we can help with your specific tax challenge? <a href="https://www.avalara.com/us/en/get-started/get-started-woocommerce.html?partnerID=0014000000pr8gIAAQ&campaignID=701Uz00000axgqOIAQ&connectorID=a0n3300000FSK2zAAH&utm_campaign=4-2025-woo-listing-general&marketing_channel=web_referral&vendor=partner&paid_unpaid=unpaid" target="_blank" rel="noopener">Please fill out this form so we can best serve you.</a></div>
<p>“Integrating Avalara with WooCommerce has improved our eCommerce operations. It automatically calculates and applies the correct tax to every order, taking the guesswork out of tax compliance. What was once a manual process is now fully automated, letting us focus on growing our business without tax concerns.” –<i data-stringify-type="italic">Rebecca Fortman, Treasury Accounting Manager, Tydenbrooks</i></p>

Avalara

<p>Let agentic AI do the tax work for your WooCommerce store. Avalara automates your compliance tasks for speed, accuracy, and scale.</p>

Ultimate Tax Exemption vs Avalara