<div class="woo-sc-box normal  info ">
<h2><strong>Highlights</strong></h2>
<ul class="wccom-tick-list-secondary" style="line-height: 1.8em;color #ffffff;margin-bottom: 18px">
<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>
</div>
<hr />
<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>
<div class="wccom-product-single__main--content">
<p></p>
<div class="twocol-one">
<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>
</div>
<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>
<div class="twocol-one last">
<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>
</div>
<p></p>
<div class="twocol-one">
<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>
</div>
<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>
<div class="twocol-one last">
<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>
</div>
<p></p>
<div class="twocol-one">
<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>
<div class="twocol-one last">
<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>
</div>
<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>

<h2>TaxJar is a leading technology for e-commerce businesses to manage sales tax.</h2>
<p><strong>TaxJar</strong> 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.</p>
<p>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.</p>
<p>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.</p>
<p><span style="font-weight: 400">Stripe acquired TaxJar</span><span style="font-weight: 400"> in 2021 to help businesses better manage tax compliance. </span><span style="font-weight: 400">TaxJar is a good fit for WooCommerce businesses with US sales tax obligations. For WooCommerce businesses with global tax obligations, </span><span style="font-weight: 400">Stripe Tax is a good fit.</span> <span style="font-weight: 400">TaxJar and Stripe Tax are two separate products that </span><a href="https://www.taxjar.com/taxjar-and-stripe-tax"><span style="font-weight: 400">address unique tax needs</span></a><span style="font-weight: 400">. Learn more about Stripe Tax for WooCommerce businesses </span><a href="https://docs.stripe.com/use-stripe-apps/woocommerce"><span style="font-weight: 400">here</span></a><span style="font-weight: 400">.</span></p>
<p><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" /></p>
<h2>TaxJar features and benefits</h2>
<h4><b>Account</b></h4>
<p><span style="font-weight: 400">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>.</span></p>
<h4><b>Pricing</b></h4>
<p><span style="font-weight: 400">Transparent, order-based pricing. No setup fee or connector fees. Learn more about TaxJar’s pricing at taxjar.com/pricing.</span></p>
<p><strong>Note:</strong> A TaxJar Professional account will be required for real-time sales tax calculations through the TaxJar API.</p>
<h3><b>TaxJar for WooCommerce gives you:</b></h3>
<p><strong><b>Return-ready, jurisdiction level reporting. </b><span style="font-weight: 400">TaxJar save hours on sales tax filings by organizing sales data into easy-to-read, exportable, return-ready state reports. </span></strong></p>
<p><strong>Real-time sales tax rates & calculations.</strong> 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.</p>
<p><strong>Economic nexus insights.</strong> 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.</p>
<p><strong>Peak season traffic management.</strong> TaxJar can handle and scale with any uptick in demand increase, such as seasonality or special deals.</p>
<p><strong>Prebuilt e-commerce integrations</strong>. 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.</p>
<p><strong>Multi-channel support.</strong> 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.</p>
<p><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" /></p>
<p><b><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></b></p>
<p><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" /></p>
<p><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" /></p>
<p><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" /></p>
<h2>Customer experience is key</h2>
<p>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.</p>
<p><strong>Get up & running, fast.</strong> 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.</p>
<p><strong>Built-in research team.</strong> 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.</p>
<p><strong>Award-winning support.</strong> Our TaxJar experts are here to help troubleshoot and answer questions with industry-leading support.</p>
<p><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" /></p>
<h2><b>Getting started</b></h2>
<ul>
<li style="font-weight: 400"><span 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 </span><a href="https://app.taxjar.com/sign_up"><span style="font-weight: 400">free, 30-day TaxJar trial</span></a><span style="font-weight: 400">.</span></li>
</ul>
<p><strong>Join more than 20,000 customers who rely on TaxJar every month.</strong></p>
<p><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" /></p>
<h2><b>Other notable features</b></h2>
<ul>
<li>Simple install – automate your sales tax in minutes</li>
<li>Compatible with WooCommerce and WordPress</li>
<li class="p1"><span class="s1">Supports tax exempt items set by store manager</span></li>
<li class="p1"><span class="s1">Sales tax data in one place even if you sell on other platforms.</span></li>
</ul>
<h2 class="p3"><span class="s1"><b>FAQ</b></span></h2>
<p class="p3"><b></b>Q: What are the requirements to collect sales tax with TaxJar for WooCommerce?<br />
A: A Professional TaxJar account and a business address are required for TaxJar’s plugin to calculate a sales tax rate.</p>
<p class="p3">Q: What does this extension cost?<br />
<span style="font-weight: 400">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.</span></p>
<p class="p3">Q: Does this cost more if I have nexus in more than one state?<br />
A: Nope. The cost is the same no matter if you have nexus in one state or 40 states.</p>
<p class="p3">Q: Can TaxJar file my sales tax returns automatically for me?<br />
A: Yes. We can file sales tax returns for you everywhere in any US state.</p>
<p class="p3">Q: Is there a separate fee to file my sales tax returns for me?<br />
A: Yes. The fee starts at $55/Filing with 4 free AutoFiles per year included in the TaxJar Professional plan.</p>
<p class="p3">Q: I have locations in multiple states. Will this collect sales tax in all of those states?<br />
A: Yes. We make it easy. Just tell us your locations and we’ll do the rest.</p>
<p class="p3">Q: What other platforms can I connect to TaxJar?<br />
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.</p>
<div class="woo-sc-box note  info "><strong>Note:</strong> Third party extensions are not covered under our <a href="https://woocommerce.com/support-policy/">Support Policy.</a></div>

TaxJar

<p>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.</p>

Tax Exempt vs TaxJar