Role-Based Tax Exempt Pro is a WooCommerce plugin that allows store owners to automate and manage tax exemption for specific users, roles, or based on various conditions. This plugin simplifies the process of tax exemption approval and ensures compliance with tax regulations while offering flexibility in tax application.
Feature List
- Dynamic Tax Exemption: Apply rules based on customer roles, location, and purchase details.
- Customizable Checkout Experience: Configure where and how tax exemption fields appear.
- Automatic & Manual Approvals: Allow tax exemption with or without admin intervention.
- File Upload for Verification: Collect and manage exemption documents securely.
- Notification System: Custom messages and emails for request statuses.
- Advanced Rule Management: Implement tax exemption based on multiple conditions.
- WooCommerce Integration: Seamless compatibility with WooCommerce checkout and user roles.
- Multi-Language Support: Compatible with WPML and other translation plugins.
Installation Guide
- Download the Role-Based Tax Exempt Pro plugin.
- Upload it to your WooCommerce store.
- Activate the plugin via the WordPress admin panel.
- Navigate to WooCommerce > Tax Exempt Settings to configure the plugin.
Configuration
The plugin includes four main tabs for settings:
1. General Settings
- Tax Exemption on Checkout: Choose where the exemption field appears in checkout.
- Remove Tax Automatically: Enable/disable automatic tax removal.
- Enable Text Fields: Add text fields for tax ID and other details.
- Enable File Upload: Allow users to upload tax exemption certificates.
- Allowed Upload File Types: Specify accepted file types (e.g., PDF, DOC).
2. Additional Messages
- Set Pending Request Message: Customize message for pending requests.
- Set Accepted Request Message: Notify users when their request is approved.
- Set Rejected Request Message: Inform users if their request is denied.
3. Email Settings
- Enable Email for Pending Request Users
- Enable Email for Approved Users
- Enable Email for Rejected Users
- Each email type includes customizable Subject and Content fields.
4. Rules
Create custom rules for tax exemption:
- Product Restrictions: Apply exemptions to specific products, categories, or tags.
- User Restrictions: Restrict by country, user role, or individual customer.
- Quantity Restrictions: Define exemption based on cart quantity.
- Auto Approve Requests: Automatically approve requests based on predefined conditions.
- Checkout Page Exemption Message: Display custom messages about tax exemption eligibility.
Benefits
- Automated Tax Exemption: Remove tax automatically based on predefined rules.
- Flexible Rule Creation: Set conditions based on user roles, locations, product categories, and more.
- Enhanced Customer Experience: Provide tax-exempt users with a seamless checkout process.
- Efficient Tax Document Management: Collect and store tax exemption certificates and other documents.
- Customizable Messaging & Notifications: Inform users about their tax exemption request status.
Scenario
A wholesale store wants to exempt taxes for verified resellers. With Role-Based Tax Exempt Pro, the admin:
- Enables tax exemption for the “Wholesale” user role.
- Requires resellers to upload their tax exemption certificates.
- Automatically approves requests for users from specific states.
- Displays a custom message on checkout for eligible users.
FAQs
Q1: Can I enable tax exemption for specific products only?
Yes, you can create rules to apply tax exemption for selected products, categories, or tags.
Q2: How does the automatic tax removal work?
If enabled, the plugin checks the user’s eligibility and removes tax based on predefined rules.
Q3: Can customers submit their tax exemption documents?
Yes, users can upload files (e.g., tax certificates) via their account page for verification.
Q4: Can I set different exemption conditions for different user roles?
Yes, you can create multiple rules tailored to various user roles and conditions.