Configure Tax Exempt Settings

Click on the “Tax Exempt Setting” option and configure the following settings: 

General Settings

In the General setting, you can:

  • Active Module: Active or Inactive the module as needed.
  • Send Email to Admin:  Enable this to send tax-exempt email to admin.
  • Send Request Accept Email: Enable this to send the email when the tax-exempt request is accepted.
  • Send Request Reject Email: Enable this to send the email when the tax-exempt request is rejected.

Tax Exempt Rules Log

Click to open the rule tab, where you can view the list of all existing rules in a grid and also create a new rule.

Grid View:

In the Grid, you can view the details of: 

  • ID: Display the ID of the rule.
  • Status: Display the status of the rule,  such as approved, rejected, or pending, etc.
  • Title: Display the title/name of the rule.
  • Priority: Show the rule priority.

Creating New Tax Exempt Rule

To create a new rule, you can:

  • Enable Rule: Enable/Disable the tax-exempt rule.
  • Rule Name: Enter the name of the rule.
  • Rule Priority: Set the priority of the rule.
  • Auto Tax-Exemption: Enable this option if you want to accept the tax rule automatically.
  • Customer Group: Enable this to select the specific customer group for tax-exempt.
    • Group: Choose the specific customer in a group who will be eligible for tax exemption.
  • Customer selection: Enable the option to select the customer for tax exemption. You can:
    • Search Customer: You can search for the customer and add them for tax exemption.
  • All products: Enable this option if you want to apply the tax exemption rule for all products.
  • Product Selection: Enable this to select the rule for a specific product. If enabled:
    • Search Product: Search and add the specific product for tax exemption.
  • Category Selection: Enable or disable this option as needed. If enabled:
    • Categories: Select specific categories in a list for tax exemption.
  • Supplier selection: Enable/Disable the Supplier section option. If enabled:
    • Supplier: Choose a specific supplier for tax exemption.
  • Manufacturer Selection: Enable the manufacturer option. Once enabled:
    • Manufacturer: You can add the specific manufacturer for tax exemption.
  • Offer tax exempt on checkout: Enable this to display the tax-exempt message on checkout. If enabled, you can:
    • Message: Add the custom message that is shown only to the registered user.
  • Rule Scheduling: Enable this to schedule the rule. To schedule the rule, you can:
    • Rule Start Date: Add the start date of the rule.
    • Rule End Date: Set the end date of the rule.
  • Save: Click on save button to implement them.

Tax Exempt Request Form

Open this option and perform the following settings:

  • Text Exempt Form: Enable/Disable the text exempt form as needed.
  • Request Title: Enable the title of the request. Once it is enabled, you can:
    • Field Required: Enable this to make the title field mandatory.
  • Custom Message: Enable this field to add the custom message. Once it is enabled, you can:
    • Field Required: Enable this to make the title field mandatory.
  • File upload: Enable the option to add the file upload option to the tax-exempt form. After enabling this field, you can:
    • Required upload field: Enable this option to make this field mandatory.
    • Allowed Extension: Allow to upload multiple doc, pdf, or images, etc.

Tax Exempt Requests

Click on the tax-exempt request option on the side menu. After opening this option, you can view the status of the request, such as:

  • Approved Request 
  • Access Denied 
  • Pending Request