Tax Exempt for WooCommerce
Tax Exempt for WooCommerce allows store admins to offer tax exemption to specific user roles and customers. Admins can grant tax exemption manually from the backend or let the customer ask for tax exemption through the “My Account” page.
Key Features
- Allow specific user roles & customers to claim exemptions
- Approve tax exemption requests manually or automatically
- Show an exemption request form on the My Account page
- Customize exemption form fields
- Show tax exemption status on My Account page, i.e., approved, rejected, or pending
- Setup custom email notifications for admins & customers
- Allow guests to claim tax exemptions
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5k+ Downloads
$4.92/month
Billed annually at $59 / year
- 1 year free support
- 1 year extension updates
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Features of Tax Exempt for WooCommerce
Show Tax Exempt Checkbox on Checkout Page
WooCommerce Tax Exempt extension, once the customer is approve for tax exemption, he will see a tax exempt checkbox on his checkout page. Enabling this option would result in removal of tax amount from the order total amount.
Separate Tax Exempt Section on My Account Page
Tax Exemption for WooCommerce extension adds a tax exemption form to the My Account page. Eligible users can apply for tax exemption by filling out an exemption request form. The admin can customize this form by changing the field titles and adding uploadable fields to collect relevant documentation.
Review Tax Exemption Requests from Back-End
Once a customer applies for tax exemption, the admin will receive an email notification about the submission. Admin reviews the exemption requests. After reviewing the exemption request it will be up to the admin to decide whether to grant tax exemption or not. Admin can also grant exemption and make it time bound by adding a expiry date to it.
Exclude Specific Customer & Users from Tax Charges
Using the Tax Exemption plugin, the admin can grant an exemption to specific customers or a user role. They would not have to submit exemption requests like other customers. However, if they want, they would be able to add their tax details to my account page anytime they want to.
Display Custom Tax Exemption Notice at Checkout
Admin can let the customers know that they can claim tax exemption by showing them a custom notice on checkout page. Admin can also add a redirection link to tax exempt request form so that the guest user or any other customer can fill out the details and apply for tax exemption.
Notify Admin & Customers Through Customized Emails
Effortlessly notify admins and customers regarding tax exemptions with custom messages and emails. Set up alerts for added, updated, approved, disapproved, or expired tax info, ensuring everyone stays in the loop. Keep customers informed while receiving real-time updates to manage requests efficiently.
Technical Compatibility
- Version1.9.1View changelog
- WordPress Version Required4.0.0 or Higher
- WooCommerce Version Required3.5.0 or higher
- Multi-Site SupportYes
- LanguagesEnglish
- WPML CompatibilityWPML Supported
- TranslatableYes, Translation Ready
- CountriesWorldwide
More Features
- Auto-exempt tax or allow users to apply through a form
- Manually approve/disapprove requests for each user
- Show custom exemption message and insert additional info
- Select user roles who can see a tax exemption form
- Add custom field labels for text-based and file upload field
- Choose Allowed file formats
- Offer tax exemption without the need to fill tax forms to the following:
- Selected user roles
- Selected customers
- Upload exemption certificate & link for manual approvals & choose status:
- Approved
- Disapproved
- Expired
- Select user roles who can see a tax exemption form
- Select tax exemption expiration date for manual approvals
- Auto-approve exempt requests for users who fill out a form
- Insert admin/shop manager email to receive tax-related emails
- Show custom message when a user adds or updates tax info
- Show a custom exemption message on checkout to inform users of
- Show tax exemption forms and & enable the following fields:
- 2 text-based fields
- 1 file upload field
- Send custom emails to admins & customers in the following cases:
- Added or updated tax information
- Approved/Disapproved request
- Expired request
Customer reviews
- We were manually checking and editing orders for tax exemption before. This plugin pretty much automated that entire process. I’ve already recommended it to a few friends running similar stores.
- We needed a way to handle tax exemption for churches and schools that shop with us. This plugin let us set that up without needing a developer.
- Three Months In, Still FlawlessBeen using it for 3 months now, and not a single hiccup. That’s rare these days.
- Supports Guest UsersAllowing guest users to apply for tax exemptions was a game-changer for our store. It broadened our customer base and improved the shopping experience for many of our clients.
- Quick Setup – Live the Same DayWe installed it, tested it with a few fake users, and went live the same afternoon. Zero complaints.
- Managing exemption requests from the backend is straightforward. The admin panel provides all the necessary tools to approve, reject, or set expiration dates for exemptions.
Cassian Wexler –
Almost perfect, but we wish there was a setting to automatically disable exemption after X purchases. Hoping it’s added in a future update
George Lee –
This plugin is really easy to use. Manual approval of exemption requests based on taxation documents makes my job as an admin easy!
Jason Roy –
The tax exempt plugin for Woo Commerce is a powerful tool. Allowing specific users exemption from backend by entering email makes it much simpler.
Andrew Smith –
The support team has been excellent, from installtion to creating exemption rules they have been constantly helping me implementing the exemption system in my store. The plugin is great, the support even better!
Daniel Taylor –
It’s really simple to install and set up this plugin. Because I only provide tax exemption to B2B customers, role-based tax exemption is the plugin’s standout feature for me. Highly appreciated.
Ben Frankstein –
I like how feature-rich the tax-exempt plugin is. Given the time and effort it saves me managing tax exemptions, it provides excellent value for the money.
Olivia Sanders –
Tax Exempt for WooCommerce plugin works great and integrates well with my store. If there were an option to auto-expire exemptions after a set period, it would be perfect
Savannah Wood –
Smooth setup and an intuitive interface. Tax exemption requests are easy to process, saving us both time and effort
Connor Hughes –
Setup was quick and easy. No unnecessary complexity, just a great solution for managing tax exemptions.
Kevin Adams –
Tax exemption requests are now much easier to handle. The only thing I’d suggest is a more user-friendly dashboard to make navigation even smoother.
Nathan Reed –
Absolutely fantastic plugin! It seamlessly integrates with WooCommerce, making tax exemption approvals quick and efficient.
Melissa Green –
I really appreciate how this plugin simplifies tax exemption for my customers. The setup was straightforward, and everything functions as expected. The only thing I’d love to see in a future update is the ability to bulk-approve exemption requests.
Scarlett Moore –
As a wholesale supplier, we have many tax-exempt clients. Tax Exempt plugin automated the entire process, saving us hours of manual work
Theron Voss –
We’ve had this running for about two months now. No glitches, no weird behaviors, no angry customers. It just does its job in the background , which is exactly what we wanted
Ashley Brown –
Very helpful and integrates well with WooCommerce. Highly recommended
Isabeau Renley –
Just made sense for our workflow
Merrick Thorne –
I was impressed by how smoothly this plugin integrated with our existing WooCommerce setup. The ability to auto-approve tax exemptions for specific user roles saved us a significant amount of administrative time.
Zinnia Coldwell –
This plugin has been a game-changer for our store. Setting up tax exemptions for specific user roles was straightforward, and the customizable forms made it easy to collect necessary documentation from our customers.
Calder Thain –
The plugin’s regular updates and responsive support team give us confidence in its reliability and longevity
Ephraim Loxley –
As a wholesale supplier, we deal with numerous tax-exempt clients. This plugin automated the exemption process, saving us hours of manual work each week.
Sophia White –
We run an educational store that serves tax-exempt institutions. With this plugin, verifying and applying exemptions has never been easier
Hollis Fenwick –
It’s one of the smoother WooCommerce plugins I’ve tried. I recommend it!
Caleb Rosner –
We love the functionality, but the tax exemption form is a bit hard to navigate on mobile devices. Not a dealbreaker, just something that could be improved.
Tobias Vance –
We run an educational store that serves tax-exempt institutions. With this plugin, verifying and applying exemptions has never been easier.
Connor Delaney –
Works well with our WooCommerce store. The interface is user-friendly, and the exemption approval system is straightforward. A reliable choice for tax-exempt transactions.
Anika Schuster –
As a wholesale supplier, we have many tax-exempt clients. Tax Exempt plugin automated the entire process, saving us hours of manual work
Breckan Salter –
The plugin receives regular updates, ensuring compatibility with the latest versions of WooCommerce and WordPress. This proactive approach keeps our store running smoothly
Lisa Carter –
Works well with our WooCommerce store. The interface is user-friendly, and the exemption approval system is straightforward. A reliable choice for tax-exempt transactions
Ariadne Clove –
Displaying a tax exemption notice at checkout has reduced confusion and support inquiries. It’s a simple yet effective feature
Gavin Holloway –
Absolutely fantastic plugin! It seamlessly integrates with WooCommerce, making tax exemption approvals quick and efficient
Daxton Mori –
I appreciate how seamlessly this integrates with WooCommerce. The ability to auto-approve tax exemption requests has saved us a lot of administrative time
Nora Sinclair –
Setting up the plugin was straightforward, and it has significantly reduced the manual workload for our team
Lena Bradford –
I really appreciate how this plugin simplifies tax exemption for my customers. The setup was straightforward, and everything functions as expected. The only thing I’d love to see in a future update is the ability to bulk-approve exemption requests
Luca Moretti –
Our nonprofit organization benefits greatly from this plugin. It handles tax exemptions efficiently and keeps our records organized
Thalassa Greaves –
By providing a transparent tax exemption process, we’ve built greater trust with our customers. They appreciate the clarity and ease of applying for exemptions.
Tamsin Edevane –
The customizable email notifications keep both our team and customers informed throughout the exemption process. It’s a thoughtful touch that enhances the user experience
Isolde Wrenley –
Overall, the plugin works well and meets our needs. However, it would be beneficial to have more advanced reporting features to track exemption requests over time
Ines Valemont –
This plugin just fit right in without much fuss
Rafferty Kline –
It’s a feature we didn’t know we needed until we had it
Silas Cartwright –
I appreciate the detailed documentation and support provided. It made the implementation process smooth
Kendra Holt –
The plugin has been a game-changer for managing tax exemptions. It’s reliable and user-friendly.
Odessa Mirren –
Whenever we had questions or needed assistance, the support team from addify was responsive and helpful. It’s reassuring to know that help is readily available when needed.
Saffron Daley –
The plugin’s interface is intuitive and easy to navigate. Our customers appreciated the clear instructions and the ability to track their exemption status directly from their account pages.
Rhea Patel –
It just works smoothly, and the support team is responsive and knowledgeable. Totally worth it!
raybuck –
I had the developers add custom functionality to help make tax exemption requests more self-service, similar to what Avalara does with one of their upcharge features. Addify did this, and then added these features to the main plugin branch so that all users can have access to them. Great communication throughout. I would definitely recommend trying this plugin before purchasing a more expensive alternative.
Juniper Cadeaux –
Managing exemption requests from the backend is straightforward. The admin panel provides all the necessary tools to approve, reject, or set expiration dates for exemptions.
Eulalie Miers –
We installed it, tested it with a few fake users, and went live the same afternoon. Zero complaints.
Callahan Vexley –
Allowing guest users to apply for tax exemptions was a game-changer for our store. It broadened our customer base and improved the shopping experience for many of our clients.
Lazaro Quinnell –
Been using it for 3 months now, and not a single hiccup. That’s rare these days.
Orin Blackmoor –
We needed a way to handle tax exemption for churches and schools that shop with us. This plugin let us set that up without needing a developer.
Sorrel Whitcombe –
We were manually checking and editing orders for tax exemption before. This plugin pretty much automated that entire process. I’ve already recommended it to a few friends running similar stores.