Tax Exempt for WooCommerce

Tax Exempt for WooCommerce is a plugin that manages tax exemption workflows in a WooCommerce store. Merchants can mark specific customers or user roles as tax-exempt, or let customers submit exemption details and documents for review. Requests can be approved or rejected manually, and both admins and customers receive email notifications about the outcome.

Key Features

• Exempt Customers or Roles – Merchants can designate particular customers or user roles to be charged no tax on their orders.
• Exemption Form in My Account – Customers can submit their tax information and supporting documents through a form in their account area.
• Manual or Automatic Approval – Exemption requests can be reviewed and approved by the merchant or verified automatically through a VAT number.
• Customizable Form Fields – The exemption form's fields, such as VAT, text, text area, and file upload, can be enabled, disabled, or relabeled.
• Email Notifications – Both administrators and customers receive emails when a request is submitted, approved, rejected, or when exemption information expires.
• Checkout Exemption Checkbox – Customers with an exemption see a checkbox at checkout that removes applicable taxes when selected.
• Back-Office Status Management – Admins can change a customer's exemption status, upload documents, and set an expiry date from the user detail page.
• Guest Exemption Requests – Guest users are also allowed to claim tax exemption.

Who Is It For

This plugin is for WooCommerce store owners and administrators who need to manage tax exemptions for qualifying customers or user roles. It suits shops that want to collect exemption certificates and documents online and review them from the back office.