How to Grant Tax Exemptions to Customer Groups, Products, and Suppliers?

Allowing Tax Exemptions for Customer Groups, Products, and Suppliers

Managing tax exemptions can enhance the shopping experience for specific customer groups, promote tax-exempt products, and streamline supplier-specific tax rules. The PrestaShop Tax Exempt Module allows you to configure flexible tax exemption rules that cater to unique business needs. 

Here’s a step-by-step guide to get started:

Step 1: Install the PrestaShop Tax Exempt Module

  • Download and install the PrestaShop Tax Exempt Module.
  • Navigate to your PrestaShop Admin Panel.
  • Go to Modules > Module Manager.
  • Search for Addify Tax Exempt and click Install.
  • Once installed, activate the module to begin configuration.

Step 2: Access the Configuration Panel

  • After activation, navigate to Modules > Installed Modules.
  • Locate Addify Tax Exempt and click on Configure.
  • You’ll be directed to the module settings, where you can create and manage tax exemption rules.

Step 3: Create a New Tax Exemption Rule

Go to the Rules tab in the configuration panel.

Click the + button to create a new rule.

Configure the following settings:

  • Enable Rule: Toggle this option to activate the rule.
  • Rule Name: Provide a descriptive name to identify the rule.
  • Priority: Assign a priority level (lower numbers are applied first).
  • Auto Tax Exemption: Enable this to automatically apply the rule without admin approval.

Step 4: Define Rule Scope

  • Customer Groups: Select specific customer groups eligible for tax exemptions.
  • All Products: Apply the exemption to all products in your catalog.
  • Product Selection: Choose specific products to include in the rule.
  • Category Selection: Define product categories for which the rule applies.
  • Manufacturer Selection: Target products by specific manufacturers.
  • Supplier Selection: Apply exemptions to products from selected suppliers.

Step 5: Add Additional Features (Optional)

  • Offer Tax Exempt at Checkout: Display a tax exemption request option for customers during checkout.
  • Enable Scheduler: Set specific start and end dates for the rule to apply automatically.

Step 6: Save and Apply the Rule

  • Review your configurations and click Save to apply the rule.
  • The rule will now be active and visible in the Rules tab.