The WooCommerce Tax Exempt plugin offers a robust system to provide tax exemption to specific customers and user roles within your WooCommerce store. Here are the key features:
Customer-Focused Tax Exemption:
- Customizable Exemption Form: Allows customers to submit required documents and details via a customizable tax exemption form available on the My Account page.
- Admin Review: Store administrators can review the submitted information, either approving or rejecting tax exemption requests from the backend.
Exemption Process:
- Checkout Checkbox: Upon approval, a checkbox appears during checkout, enabling eligible customers to claim tax exemption.
- Order Details: Displays tax exemption details in order pages for both administrators and customers.
Admin Control:
- Manual Exemption: Admins can manually exempt selected customers from taxes through the backend, irrespective of uploaded tax information.
- Expiry Dates: Set expiry dates for tax exemptions, providing control over the duration of the exemption.
User Roles and Notifications:
- Role-Specific Access: Grant tax exemption privileges to all or selected user roles.
- Email Notifications: Automated email notifications for admin upon form submission, and for customers upon approval or rejection of tax exemption requests.
Guest Users and Customization:
- Guest User Access: Allows guest users to claim tax exemption.
- Customizable Messages: Customize notification messages to suit your store’s requirements.
This plugin streamlines the process of managing tax exemptions within your WooCommerce store, offering control over who can claim exemption, the review process, expiry dates, and providing a seamless experience for customers seeking tax relief.