Tax Exempt for WooCommerce

The plugin gives store owners a way to manage customer tax exemption requests from the WooCommerce store. Customers can submit exemption details and tax certificates through a form on the My Account page. Admins can review each request and approve or reject it, while exemption status is available on customer and admin order pages.

Stores can also assign exemption status directly to selected customers or user roles without requiring a form submission. For approved customers, tax can be removed automatically, or customers can claim exemption with a checkout checkbox. Guest users can submit a claim during checkout, and exemption approvals can have expiry dates.

Features

• Customer exemption form: Add a customizable form to the My Account page so customers can submit tax exemption details and certificates for review.
• Request review controls: Admins can review exemption requests and approve or reject them from the store's back office.
• Role-based eligibility: Allow all or selected user roles to claim tax exemption, or assign exemption status directly to chosen customers and roles.
• Checkout tax options: Automatically remove tax for approved customers or let them claim an exemption by selecting a checkout checkbox.
• Guest exemption claims: Let guest users submit tax exemption claims during checkout with customizable prompts.
• Expiry and order status: Set expiry dates for approved exemptions and view exemption statuses on customer and admin order pages.

Best for

• WooCommerce stores serving nonprofit organizations
• B2B stores with tax-exempt customers
• Government sales websites