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<h2><strong>Highlights</strong></h2>
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<li style="color: #000"><strong>Approve Exemption Requests Manually or Automatically</strong></li>
<li><strong>Customizable Tax Exempt Form in My Account</strong></li>
<li><strong>Restrict Exemption Requests by User Roles</strong></li>
<li><strong>Customizable Email Alerts for Admin and Customers</strong></li>
<li><a href="#more-features"><strong>View Detailed Features List Here</strong></a></li>
</ul>
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<p>Managing tax exemptions manually often leads to misplaced forms, missing documents, and delayed approval processes, causing frustration for customers and challenges for store owners. With the Tax Exemption for WooCommerce extension, you can automate every aspect of the tax exemption workflow. This intuitive extension allows merchants to restrict tax exemptions based on specific customers or user roles. It offers the flexibility to customize the tax exemption process, collect essential tax information and supporting documents directly from customers’ My accounts, and approve tax requests either automatically or manually through VAT validation. Furthermore, the extension ensures that both customers and administrators remain informed at every stage, whether requests are approved, rejected, or pending, through customizable email notifications. In short, this extension streamlines your tax processes, reduces errors, and minimizes manual effort.</p>
<h2>How does it work?</h2>
<p>After successfully installing this plugin, a text exemption feature will be successfully added to your WooCommerce store. Once this feature is enabled on your store, the customer can easily submit the tax information or VAT number and doc via a simple form. Admin can review and approve or reject this request manually. Moreover, the system can automatically verify this through a VAT number.</p>
<h3><strong>Tax Exemption Methods</strong></h3>
<p>Two main methods are used:</p>
<h3>Remove Tax Automatically:</h3>
<p>Merchants have the option to designate specific customers or user roles as tax-exempt, eliminating the need for these customers to submit any forms or apply for exemption. Exempted customers will not be charged tax in their upcoming orders.</p>
<h3>Remove Tax Manually:</h3>
<p>Customers can apply for tax exemption by completing a tax exemption form available in their My Account section. Once a request is submitted, the merchant receives an email notification, allowing them to either approve or deny the exemption request. Alternatively, merchants can update a customer’s exemption status through the user detail page in the back-office system.</p>
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<h2>Auto Tax Removal or Checkout Option</h2>
<p>The checkbox in tax exempt for WooCommerce has the following functionality:</p>
<ul>
<li>Upon receiving an exemption, customers will notice an exemption checkbox during the checkout process.</li>
<li>Selecting this option will eliminate any applicable taxes for these customers.</li>
<li>The heading and label of the checkbox can be customized to suit specific needs.</li>
<li>It is essential for customers to select this checkbox before completing their purchase; otherwise, taxes will be applied.</li>
</ul>
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<div class="twocol-one last"><img src="https://woocommerce.com/wp-content/uploads/2019/08/woocommerce-tax-exempt-2.png" alt="Auto Tax Removal or Checkout Option" /></div>
<p></p>
<div class="twocol-one"><img src="https://woocommerce.com/wp-content/uploads/2019/08/woocommerce-tax-exempt-5.png" alt="Customizable tax-exempt form" /></div>
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<h2>Customizable Tax-Exempt form in My Account page</h2>
<p>Merchants can fully customize the exemptions form based on their needs. They can easily enable or disable and change the labels for the following fields:</p>
<ul>
<li>Vat Field</li>
<li>Text Field</li>
<li>Text Area Field</li>
<li>File Upload Field</li>
</ul>
<p>Moreover, they can also add instructions to the file upload box field and choose what file types are allowed.</p>
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<p></p>
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<p> </p>
<h2>Accept/Reject Exemption Requests from the Back-Office (Admin Panel)</h2>
<p>To change a user’s exemption status, visit the user detail page from the back-office and:</p>
<ul>
<li>Fill the customers exemption form</li>
<li>Upload the required documents for exemption</li>
<li>Change customer’s exemption status to approved or disapproved</li>
<li>Set expiry for user’s exemption status</li>
</ul>
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<div class="twocol-one last"><img src="https://woocommerce.com/wp-content/uploads/2019/08/woocommerce-tax-exempt-4.png" alt="Accept or Reject Exemption Requests" /></div>
<p></p>
<div class="twocol-one"><img src="https://woocommerce.com/wp-content/uploads/2019/08/woocommerce-tax-exempt-7.png" alt="Approve exemption requests via email" /></div>
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<p> </p>
<h2>Option to Approve Exemption Requests via Email</h2>
<p>Once an exemption request is made by a customer by filling out the exemption form, the merchant receives an email notification notifying them of a new exemption request. From this email merchant can:</p>
<ul>
<li>Click on the approved link, which exempts customers from any tax on upcoming orders</li>
<li>Click on the disapprove link, which disapproves customer’s exemption request.</li>
</ul>
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<p></p>
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<p> </p>
<h2>Exempt Specific Customers or User Roles from Tax</h2>
<p>From the tax-exempt for WooCommerce settings panel, merchants can easily select:</p>
<ul>
<li>Specific customers by their email for tax exemption</li>
<li>Customers by their user roles for exemption</li>
</ul>
<p>Once users or roles are specified these customers will not be charged any tax in their upcoming orders.</p>
</div>
<div class="twocol-one last"><img src="https://woocommerce.com/wp-content/uploads/2019/08/woocommerce-tax-exempt-6-1.png" alt="Restrict Exemption Requests" /></div>
<div class="twocol-one"><img src="https://woocommerce.com/wp-content/uploads/2019/08/woocommerce-tax-exempt-3.png" alt="Custom Email Notifications" /></div>
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<p> </p>
<h2>Custom Email Notifications on Tax Exemption</h2>
<p>Both merchants and customers receive Tax Exempt notification emails. These notifications keep the customer and merchants updated on the exemption process. The email notifications are sent during the following scenarios:</p>
<ul>
<li>Tax exemption request submission</li>
<li>Tax exempt request approved</li>
<li>Tax exempt request disapproved</li>
<li>On tax exemption information expiry</li>
</ul>
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<p></p>
<h2 id="more-features">More Features</h2>
<ul>
<li>Allow all or selected user roles to claim tax exemption</li>
<li>Display tax exemption form in “my account”</li>
<li>Customize form fields</li>
<li>Display tax exemption status in “my account” – pending, rejected or approved</li>
<li>Review submitted tax exemption requests from the back-office</li>
<li>Approve or disapprove tax exemption requests</li>
<li>Add expiry date for tax exemption</li>
<li>Allow guest users to claim tax exemption</li>
<li>Grant tax exemption status to selected customers and user roles from the back-office</li>
<li>Display tax exemption detail in admin order detail page, customers order detail page, and order email</li>
<li>Customizable email notifications for admin and customer</li>
<li>Partially compatible with AvaTax (<a href="https://woocommerce.com/document/tax-exempt-plugin/#section-17">See Details</a>)</li>
<li>Compatible with Cart & Checkout Blocks</li>
</ul>
</div>

Tax Exempt

<p>This Tax Exempt extension for WooCommerce allows merchants to tax-exempt selected customers and user roles.</p>

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							<h2>
								Eliminate the need to even think about sales taxes for your store							</h2>
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								Automatically calculate how much sales tax should be collected for WooCommerce orders — by city, country, or state — at checkout.							</p>
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	<a href="/products/tax/?add-to-cart=3220291" class="wccom-button wccom-mock-bundle-button is-style-primary is-large">
									<div class="wccom-button__text">Add to cart</div>
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								Prices shown in USD and exclude VAT.							</p>
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							<h3>
								Enable automated taxes							</h3>
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								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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							<img src="https://woocommerce.com/wp-content/uploads/2018/06/us-ca.png" alt="image1alt" />
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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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								<div class="wccom-comp-button wccom-component wccom-component--is-rendered">
	<a href="https://woocommerce.com/products/tax/?add-to-cart=3220291" class="wccom-button wccom-mock-bundle-button is-style-primary is-large">
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								Prices shown in USD and exclude VAT.							</p>
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							<img src="https://woocommerce.com/wp-content/uploads/2023/09/woo-tax-2023.png" alt="imagealt" />
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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">
									<div class="wccom-button__text">View the Documentation</div>
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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>

Tax Exempt vs WooCommerce Tax