Tax exemption
Exempt a group or a single customer from tax, and show a group its prices with or without tax.
Resellers often buy without paying tax. Wholesaleline can exempt a whole group or one customer, in the classic and block cart and checkout alike.
Exempt a group
- Go to WooCommerce → Wholesale and edit the group.
- Under Payment terms and tax, tick Customers in this group are exempt from tax.
- Click Save group.
Exempt one customer, or make one pay tax
On the customer's profile, under Wholesale, set Tax:
| Choice | Meaning |
|---|---|
| As their group | The group's setting (no group: pays tax). |
| Exempt from tax | This customer pays no tax, whatever their group. |
| Pays tax | This customer pays tax, even in an exempt group. |
What happens
When an exempt customer is logged in, their cart and checkout have no tax, and their orders are placed without tax, as WooCommerce does for any tax-exempt customer. If another plugin adds the tax back after the cart was priced, the order gets a note: "This customer is set as tax exempt, but the order was placed with tax."
Orders you add under WooCommerce → Orders → Add order follow the customer too: choose an exempt customer, add the items and click Recalculate, and the order has no tax. Orders placed at the checkout keep the tax they were placed with when you recalculate them.
Tax exemption only matters when Enable tax rates and calculations is on under WooCommerce → Settings → General.
Tip
Keep a copy of each exempt customer's tax or resale certificate. Asking for their Tax or VAT number in Wholesale applications records it with their application.
Prices with or without tax
To show a group its prices without tax while retail customers see them with tax (or the other way round), edit the group and set Show prices to Excluding tax or Including tax. As the store does follows WooCommerce → Settings → Tax.