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Choose the tax class used for exempt orders Why the exempt tax class must be zero-rated, and how to set one up if the Zero rate class is missing or charges tax. Hooks and filters reference Every filter, action, cron event and shortcode the plugin exposes, with defaults and usage notes. Manage exempt customers Review, search, approve, edit and export the customers claiming tax exemption on your store. Require manual approval before exemption applies Review each customer's exemption claim yourself before any tax is removed, and understand the four status values. Set up tax exemption on your store The five settings to check after installing the plugin, so customers can claim tax exemption and have tax removed at checkout. Tax is not being removed for an exempt customer The usual causes when a customer claims exemption but tax stays on the order, starting with the tax class. Using the plugin with the block checkout The exemption form works directly on the block checkout by default — what is supported and which settings apply. Choose which fields the exemption form collects Show, hide, rename or require the Name and Reason fields, and see which other fields can be added to the form. How tax exemption is applied to an order What happens between a customer ticking the exemption checkbox and tax disappearing from their order total. Set exemptions to expire and remind customers to renew Add an expiration date to exemptions, calculate it automatically, and send reminder and expired emails. The exemption form is not showing at checkout Why the exemption checkbox or fields may be missing from checkout, the cart or the My Account page. Using the plugin with Stripe Tax Tax exemption works with Stripe Tax automatically, with one limitation: guests must log in or create an account. View and export tax exempt orders Filter exempt orders by date range, see the details recorded against each, and export the period to CSV. Where exemption data is stored The user meta, order meta, product meta and settings keys the plugin uses, and how to read them safely under HPOS. Certificate uploads are failing PDF-only, size limits, upload throttling and missing upload fields — the usual reasons a certificate will not save. Collect a VAT, charity or other registration number Add a registration number field to the exemption form and choose which number types your store accepts. Collect exemption certificates from customers Let customers upload a certificate PDF as proof of exemption, and control where and how often it is requested. Tax exemption on orders you create in the admin How exemption is applied to orders created in the admin, and what the Tax Exemption meta box and Exempt column show. Using the plugin with Avalara AvaTax Pass exempt customers to Avalara AvaTax with an entity use code, and understand the settings the integration forces on. Where the tax exemption form appears Checkout, cart, My Account, the registration form and the shortcode — and how to turn each location on or off. Add your own fields to the exemption form Build extra fields — text, dropdown, date and more — into the tax exemption form using the Custom Fields tab. Customise the text and labels customers see Reword the exemption title, checkbox label, descriptions and restriction notes from the Custom Text tab. Registration numbers are failing verification Telling a rejected number from an unreachable register, fixing HMRC credentials, and why some types are never looked up. Configure the tax exemption emails The six notification emails the plugin can send, how to reword them, and the merge tags available in each. Restrict who can claim tax exemption Limit exemption by login, user role, country, state or city, and to specific products only. Hide the exemption fields or checkbox at checkout Move exemption details out of the checkout flow so customers set them up in My Account, or hide the checkbox entirely. Verify registration numbers automatically Check registration numbers by format, checksum or a live register lookup, and decide what happens when one fails. Connect VIES, HMRC, the ABR and the Charity Commission Set up live number lookups against VIES, HMRC, the Australian Business Register and the Charity Commission. Show prices excluding tax to exempt customers Show exempt customers prices excluding tax while they browse, and optionally give every visitor an inc/ex tax toggle.