Tax Management

Enable/disable tax-exemption

Enable/disable tax exemption for a specific wholesale role or on all roles. Simply select the wholesale role and enable tax exemption. You’ll find these tax-exempt settings in Wholesale user role settings. You can either enable tax-exempt when adding a new wholesale role or edit and enable tax-exempt in the existing wholesale role. If tax exemption is enabled, orders will be placed excluding tax for those customers who are associated with these exempted roles.

How-to-steps – set up tex-exempt settings

1. Go to Wholesale ???? User Roles.
2. Add a new Role or Edit Existing Role.
3. Enable tax-exempt.

Setting tax type for specific wholesale roles

• Navigate to WordPress Admin Dashboard → Wholesale → User Roles.

• Now hover on any already existing user roles to view the suboptions.
• Click on the Edit suboption.

• Once done, you’re on the Edit User Role page.
• Now go to the Tax Class option.
• Select Reduced rate from the dropdown menu.

• Once done, click on the Update button to save your changes.

• Now navigate to WordPress Admin Dashboard → WooCommerce → Settings.

• Now navigate to the Tax tab.

NOTE: If the Tax tab is not visible, navigate to the General tab, checkmark the Enable taxes option in the General options section, and click on the Update button.

• Now navigate to the Reduced rate rates subtab.

• Click on the Insert row button.

• Enter the credentials according to your requirement.
• Once done, click on the Save changes button.

Front-End Impact

• The user will go to the website.NOTE: In the previous images, we indicate that we have set the Reduced rate in the Tax Class option in the Wholesaler A configuration. The tax will be only applicable to the user having the user role Wholesaler A.
• The user will visit the shop page.
• The user will click on the Add to Cart button against any product.

• Now the user will click on the View Cart button.

• Once the user is on the Cart page, the Wholesale Tax will be mentioned in the Cart totals section.
  NOTE: In the previous images, we can see that the Reduced rate which was applied had Rate% of 50%. According to the Reduced rate, the calculation Subtotal = $50, so the 50% of $50 will be $25, so the Tax added $25.
• Navigate to the Checkout page.

NOTE: The Tax will be applied irrespective of whether the Wholesaler Rule is applied.

• The Tax is also mentioned in the Your order section on the Checkout page.
• Click on the Place order button.

• The Tax is also mentioned on the Edit order page.