How can taxes be disabled for specific role(s) or customer type(s)?

Need to set certain users to be tax exempt, like B2B customers? Here’s how to do it:

  • Go to Addify Role Based Tax > Rules, then click the “+” to make a new rule
  • Give the rule a name and priority
  • For Tax Rules, do not select any tax (or select 0%)
  • Enable Customer Group and choose the group you want to exclude from tax (for example, Visitor)
  • Leave the product/category settings as irrelevant, or choose to apply to all products
  • Click save. Customers in that group who go through checkout will not see taxes