Allow eligible customers to submit tax exemption certificates for review. Approved customers have tax automatically removed from all their orders — no manual editing, no coupon codes, no per-order admin work.
Customers submit their certificate from My Account → Tax Exemption. Upload file, enter certificate number and expiry date.
All submissions appear in B2B Commerce Kit → Tax Exemptions with status: Pending, Approved, Rejected, Expired.
Once approved, all orders from that customer have WooCommerce tax automatically zeroed — no manual editing needed.
Enter the certificate expiry date. B2B Commerce Kit alerts you (and optionally the customer) before it expires and auto-revokes exemption if it lapses.
Every approval, rejection, and status change is logged with timestamp and admin user — essential for compliance records.
For simpler workflows, allow customers to self-certify tax exemption without a file upload. Suitable for regions where self-declaration is accepted.
Go to B2B Commerce Kit → Settings → Features → Tax Exempt Management and toggle on.
In Settings → Tax Exempt, choose: file upload required, self-certification only, or both options available to the customer.
Choose which user roles can see the tax exemption option in My Account. Typically your Wholesale or Trade roles.
Go to B2B Commerce Kit → Tax Exemptions. Click a pending submission, review the certificate, then Approve or Reject. Approved customers are immediately exempt.
Set a reminder email (days before expiry) in Settings. Expired certificates automatically revoke exemption until a new one is approved.
Collect the tax exemption certificate during registration via a File Upload field — so buyers submit their certificate on day one, before their first order.
Link tax exemption at the company level so all users under that company account are automatically exempt without individual certificate submissions.
| Setting | Description | Default |
|---|---|---|
Submission Method | File upload, self-certification, or both. | File upload |
Eligible Roles | Which roles see the exemption option in My Account. | All wholesale roles |
Expiry Reminder Days | Send admin and customer email this many days before expiry. | 30 days |
Auto-Revoke on Expiry | Automatically remove exemption when certificate expiry date passes. | On |
Accepted File Types | Allowed file types for certificate upload. | PDF, JPG, PNG |
No. Tax exemption applies to future orders after approval. Past orders already placed are not modified. If a customer needs a past order corrected, use WooCommerce's standard order editing to manually adjust the tax on specific historic orders.
Yes. Enable "Admin Notification on Submission" in Settings → Tax Exempt. You'll receive an email for each new pending submission with a direct link to the review screen. You can also use the woob2b_tax_exemption_approved hook to trigger additional workflows on approval.