Tax Exemption for WooCommerce
| 开发者 |
ElliotVS
RelyWP freemius |
|---|---|
| 更新时间 | 2025年7月17日 21:56 |
| 捐献地址: | 去捐款 |
| PHP版本: | 4.7 及以上 |
| WordPress版本: | 6.8 |
| 版权: | GPLv3 or later. |
| 版权网址: | 版权信息 |
详情介绍:
Allow customers to declare tax exemption status on WooCommerce checkout, and provide tax / VAT exemption details.
This is useful if you have some customers that are eligible to be exempt from tax on your products, for example for the purpose of disability VAT exemption or charity VAT relief.
Getting Started
Simply install the plugin, and visit the "Tax Exemption" settings page under "WooCommerce" in the WordPress admin.
Configure the plugin settings as required:
- Enable or disable the tax exemption feature.
- Select the tax class to use for the Tax / VAT exemption.
- Select the location on checkout to display the tax exemption fields.
- Enable or disable removal of tax on shipping for exempt customers.
- Enable or disable the tax exemption fields on the "My Account" page.
- Customise the text/labels used throughout the plugin.
- Custom tax exemption form fields.
- Tax exemption certificate upload field.
- Tax exemption expiration date field.
- Tax exemption fields on registration form.
- Exemption status management for admins.
- Only allow exemption for approved users.
- Hide the tax exemption fields on checkout.
- Only remove tax from specific products.
- Only allow exemption for logged in users.
- Only allow exemption for selected user roles.
- Only allow exemption for selected countries.
- Customize the tax class for each user.
- Export CSV files of exempt customers.
- Export CSV files of exempt orders.
- Integration with "AvaTax".
屏幕截图:
常见问题:
What is the purpose of this plugin?
This plugin allows customers to declare their tax exemption status on the WooCommerce checkout page, and provide their tax exemption details. This is useful for customers that are eligible for tax relief, such as charities or disabled individuals.
How does the tax exemption work?
When a customer selects the "I want to claim tax exemption" checkbox on the checkout page, they will be able to enter their tax exemption details. If they have entered their details successfully, tax will be removed from their order.
Is it compatible with Stripe Tax?
Yes, the plugin is compatible with Stripe Tax. If you are using the Stripe Tax plugin, it will automatically remove tax from orders for customers that have declared their tax exemption status.
Is it compatible with AvaTax?
The PRO version of the plugin is compatible with AvaTax. If you are using the AvaTax integration, it will automatically remove tax from orders for customers that have declared their tax exemption status.
Is it compatible with WooCommerce Subscriptions?
Yes, the plugin is compatible with WooCommerce Subscriptions.
Is it compatible with WooCommerce Block Checkout?
Yes, the plugin is compatible with WooCommerce Block Checkout. It will automatically remove tax from the block checkout for customers that have declared their tax exemption status in the my account page.
Do you provide support?
Yes. If you need any help setting up the plugin, please free to get in touch and we'll be happy to help!
How can I report feature issues/bugs with the plugin?
You can report feature bugs by creating a support ticket. Please provide as much information as possible to make it easier for us to find a solution for you.
How can I report security bugs?
You can report security bugs through the Patchstack Vulnerability Disclosure Program. The Patchstack team helps validate, triage and handle any security vulnerabilities. Report a security vulnerability.
更新日志:
Version 2.1.1 - 17th July 2025
- Tweak: Made some improvements to the shortcode and block checkout functionality when toggling tax exemption.
- Fix: Fixed an issue where if tax exempt users toggled off tax exemption on checkout, it would still save the tax exemption meta data to the order.
- Fix: Fixed an issue with the cart page tax exemption checkbox not working correctly in some cases.
- New: (PRO) Added a new option to choose which address the "Selected countries only" is checked against.
- Fix: Fixed an issue causing an error with new orders when saving meta data in some cases.
- Fix: Fixed an issue with tax exemption on the block checkout.
- Fix: Fixed an issue with the "Selected countries only" option on block checkout.
- Fix: Fixed an issue with the "I want to claim tax exemption" checkbox on the cart page when logged out.
- Fix: (PRO) Fixed an issue in some cases when required fields were stopping orders from being placed in some cases.
- Fix: (PRO) Fixed an issue with the certificate upload field not showing on the my account page in some cases since a previous update.
- Fix: (PRO) Fixed an issue in some cases when required fields were stopping orders from being placed, even when the tax exemption checkbox was not checked.
- Fix: (PRO) Fixed an issue with the certificate upload field not showing on the my account page in some cases since a previous update.
- Improvement: Improved tax exemption functionality when manually adding an order as an admin.
- New: Added a new "Exempt Orders" admin page, where you can view all the exempt orders and tax exemption details for each order. Includes a date range filter.
- New: Added a new "Show Checkbox on Cart Page" option, which allows you to show the tax exemption checkbox on the cart page as well as the checkout page.
- New: Added integration with the "Stripe Tax" plugin.
- New: Added the shortcode "[tefw_exemption_form]" which can be used to display the tax exemption form on any custom page.
- Improvement: Moved the "Exempt Customers" tab from the settings tab to its own admin page.
- Improvement: For the "Exempt Customers" page, added a dropdown to choose the customer type, which now has an option to view "guest" customers that have placed orders with tax exemption.
- Improvement: Added "Export CSV" buttons to both the "Exempt Customers" and "Exempt Orders" admin pages, to allow you to export the list of exempt customers and orders to a CSV file.
- Tweak: Made some styling changes to the admin pages.
- Tweak: Modified the error notice when the name or reason fields are required but not set when placing an order.
- Fix: Fixed an issue where the tax exemption details were not being saved to the order meta in some cases.
- New: Added an option to make the tax exemption checkbox checked by default on the checkout page.
- Fix: Fixed an issue causing some payment gateways to not working properly with the plugin since the last update.
- Fix: Fixed a "Uncaught ArgumentCountError" PHP error.
- Other: Tested with WordPress 6.7.2
- Improvement: When adding new orders manually as an admin, upon saving the order or clicking "Recalculate", it will now check the customer's tax exemption status and remove tax if they are exempt.
- Fix: Fixed the custom text for "Tax Exemption Certificate" not applying to the checkout page.
- Fix: Fixed an issue with the certifiate upload is not saving in the order meta when this option is enabled: "Certificate upload needed for each individual order, rather than it being saved to the customer/user account."
- Other: Tested with WooCommerce 9.6.1
- Other: Updated to Freemius SDK 2.11.0
- Fix: (PRO) Fixed an issue with the tax exemption fields not saving to the order if the "Hide Fields On Checkout" option is enabled.
- New: Added a new "My Account Description" option to the "Custom Text" settings tab, which allows you to show text at the very top of only the "My Account" page.
- TweakL Added some info tooltips to some of the "custom text" settings.
- Tweak: (PRO) The tax exemption message will now hide on checkout if a country is selected that is not allowed to use tax exemption.
- Tweak: (PRO) Added styling to ensure the certificate upload field button does not get hidden.
- Fix: When refreshing after submitting the tax exemption form on the my account page, it will no longer try to re-submit the form.
- Fix: (PRO) Fixed an issue with the "Specific products only" option not working with variable products.
- Fix: (PRO) Fixed an issue with the upload file not working in some cases for guest checkouts.
- Other: Tested with WooCommerce 9.5.1
- Other: Tested with WordPress 6.7.1
- Other: Updated to Freemius SDK 2.10.1
- Fix: Fixed an issue with the tax exemption fields not showing on the checkout page in some cases.
- Other: Updated to Freemius SDK 2.8.1
- Other: Tested with WordPress 6.6.2
- Improvement: (PRO) Added the following option under the "Exemption Certificates" settings: Require certificate uploads for each individual order, rather than it being saved to the customer/user.
- Fix: Fixed an issue with the name and reason fields being required even when they are disabled.
- Other: Tested with WooCommerce 9.2.3
- Other: Updated to Freemius SDK 2.7.4
- Fix: Fixed an issue with the plugin causing an error when editing pages.
- Tweak: Now automatically adds a "Zero rate" tax rate when visiting the settings page, if one does not already exist. Now shows a warning if this is not set as the tax class for tax exemption.
- Fix: (PRO) Fixed an issue with the current certificate file link not working correctly on the checkout page if one has already been uploaded previously.
- Fix: (PRO) Fixed an issue with the certificate upload field being required on the registration form even if the exemption option is not checked.
- Fix: (PRO) If tax exemption is shown on registration form, now hides the fields, unless the checkbox is checked.
- Other: Tested with WooCommerce 9.1.4
- Other: Tested with WordPress 6.6.1
- Fix: Fixed an error with the name and reason fields being disabled, but if the required option was still enabled, it would show the error message stating the field is required.
- Fix: (PRO) Fixed an issue with the maximum file size for the certificate upload field not working correctly.
- Improvement: Added compatibility with WooCommerce Block Checkout. It will now remove tax from the block checkout. However, the checkbox and fields can not be shown on the block checkout page, but it will now show the "Exemption Message" and link to the my account page.
- Tweak: You can now edit whether the customer has exemption enabled or disabled on the admin "Exempt Customers" page.
- Tweak: Added a languages folder with a .pot file for translations. Also added "Spanish" translation files.
- Tweak: (PRO) Modified the max file size for the certificate upload field to use the WordPress "wp_max_upload_size" value.
- Fix: (PRO) Fixed a PHP error with the AvaTax integration enabled.
- Other: Tested with WordPress 6.5.5
- Other: Tested with WooCommerce 9.0.2
- Other: Updated to Freemius SDK 2.7.3
- Fix: Fixed an issue with the checkout divs / layout formatting for the tax exemption section on the checkout page (in some cases), since the last update.
- Tweak: (PRO) Improved the "Tax Exemption" meta box on the admin order edit page when AvaTax integration is enabled.
- Tweak: Made a few small CSS/styling tweaks.
- Fix: Fixed an issue with the "Hide Fields On Checkout" option.
- Fix: Fixed issue in some cases with the file upload field on the checkout page not working.
- Other: Tested with WordPress 6.5.4
- Other: Tested with WooCommerce 8.9.3
- Other: Updated to Freemius SDK 2.7.2
- Fix: Fixed an issue in the free version in some cases where the name and reason fields were not showing.
- New: Added options to select whether the "Name" and "Reason" fields are shown and required on the tax exemption form.
- Other: Tested with WordPress 6.4.2
- Other: Tested with WooCommerce 8.5.0
- Fix: (PRO) Fixed an issue with the new "AvaTax" integration.
- Tweak: Made a few other small tweaks.
- New: (PRO) Added support for AvaTax. View the "AvaTax" tab on the plugin settings page for more information.
- New: (PRO) Added a new "Selected countries only" option. If enabled, you can limit tax exemption fields to only be available to certain countries (billing address on checkout).
- New: (PRO) Added a new "Tax Class Per Customer" option to PRO settings. If enabled, you can set a custom "Tax Class for Tax Exemption" for specific customers. This will override the global tax class set in the general settings.
- New: (PRO) When "Specific products only" is enabled, added an option to make it so an eligible product must be in cart to show tax exemption checkbox/form on checkout.
- New: Added "Tax Exemption Details" to the admin "New Order" email.
- Tweak: Made a few small changes to the admin page.
- Tweak: Added a loading spinner and message on the "Exempt Customers" tab, when loading the list of customers.
- Other: Tested with WordPress 6.4.1
- Other: Tested with WooCommerce 8.3.0
- New: Added an "Exempt Customers" tab to the admin page, where you can manage, edit and add tax exempt customers.
- New: Added the "Settings on My Account Page" option to the free version.
- New: (PRO) Added an option to enable a "Expiration Date" field on the tax exemption form. If their exemption expires, it will be disabled on their account and if "approved users only" is enabled, they will require re-approval.
- New: (PRO) Added option to enable tax exemption fields on the WooCommerce user registration form.
- New: (PRO) When "Approved users only" is enabled, added option to show a tax exemption message on checkout with link to account page for non-approved users.
- New: (PRO) Added an option to "Hide Fields On Checkout". If enabled, they will only see the the "I want to claim tax exemption" checkbox on checkout. The tax exemption fields will be hidden and they will first need to edit their details on the "My Account" page.
- New: Added an option to show an "Exempt" orders column on the WooCommerce orders page.
- New: Added an "Tax Exemption Description" option to the "Custom Text" settings tab, which allows you to show text above the tax exemption fields.
- Improvement: (PRO) Files uploaded at checkout are now added to a temporary folder, and moved to the main folder when the order is completed.
- Improvement: (PRO) Automatically delete temporary PDF files that are not assigned to a user or order. Checked daily.
- Improvement: (PRO) Automatically delete the previous/old PDF file when a new one is uploaded to a user.
- Improvement: Added a few more possible locations for the "location on checkout" option for the tax exemption checkbox and fields on the checkout page.
- Tweak: Some small changes to the admin page.
- Tweak: Added the default WooCommerce classes to the tax exemption checkbox on the checkout page.
- Tweak: (PRO) When "Selected user roles only" is enabled, it will also hide the "Tax Exemption" tab on the "My Account" page, for users that are not allowed to use tax exemption.
- Fix: Fixed issue with some websites where tax exemption was not removing tax for logged in users that have not previously set their tax exemption details.
- Fix: (PRO) Fixed issue with the file upload field sometimes not working correctly on checkout page.
- Fix: (PRO) Fixed issue with deleting cerfiticate from my account page, if the file does not exist.
- Fix: (PRO) Fixed issue with certificate not being linked to order properly for guest checkout orders.
- Fix: Fixed the "Tax Exemption Title" custom text option not working correctly.
- Fix: Fixed some issues with HPOS compatibility.
- Fix: A few other small fixes.
- Other: Updated to Freemius SDK 2.6.0
- Other: Tested with WordPress 6.4.0
- Tweak: Some small changes to the admin page.
- Other: Tested with WordPress 6.3.2
- Tweak: Fixed issue with the "Enable Tax Exemption" option when disabled.
- Tweak: A few small changes to the admin page.
- Tweak: Added a check to make sure WooCommerce is installed before running the plugin code.
- New: Free version released.
- Tweak: A few small tweaks and fixes.
- New: Initial PRO version release.