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<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>
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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>
</div>
<div class="twocol-one last"><img src="https://addify.store/wp-content/uploads/2025/12/woocommerce-tax-exempt-2.png" alt="Auto Tax Removal or Checkout Option" /></div>
<p></p>
<div class="twocol-one"><img src="https://addify.store/wp-content/uploads/2025/12/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>
</div>
<div class="twocol-one last"><img src="https://addify.store/wp-content/uploads/2025/12/woocommerce-tax-exempt-4.png" alt="Accept or Reject Exemption Requests" /></div>
<p></p>
<div class="twocol-one"><img src="https://addify.store/wp-content/uploads/2025/12/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>
</div>
<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://addify.store/wp-content/uploads/2025/12/woocommerce-tax-exempt-6-1.png" alt="Restrict Exemption Requests" /></div>
<div class="twocol-one"><img src="https://addify.store/wp-content/uploads/2025/12/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>
</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>

<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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<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>

Tax Exempt vs Ultimate Tax Exemption