👍️ ImprovedChanged the “My Account Description” field in Custom Text settings from a single-line input to a textarea that properly supports HTML formatting.
👍️ ImprovedIncreased the priority of the shipping tax exemption filter to ensure compatibility with third-party shipping plugins (e.g. Canada Post Shipping) that may add rates at later priorities.
🔧 FixedFixed an intermittent issue where tax exempt customers were still being charged VAT when placing an order, caused by the exemption session being prematurely reset during checkout updates.
🔧 FixedFixed an issue where the AJAX exemption session update could silently fail due to strict nonce verification.
🔧 FixedFixed an issue where the tax exemption meta box on order edit pages could be empty in some cases when exemption details exist.
🔧 FixedFixed an issue where WooCommerce would calculate incorrect tax rates (falling back to base rate) when the VAT exemption checkbox was not checked or VAT fields were empty on checkout.
🔧 Fixed(PRO) Fixed the exemption certificate not displaying in tax exemption request emails.
🔧 Fixed(PRO) Fixed incorrect field labels displaying in tax exemption request emails.
🔧 Fixed(PRO) Fixed the “Approve Request” and “Decline Request” buttons in approval emails not triggering status changes.
Version 2.5.0 – 2nd February 2026
👍️ ImprovedMultiple improvements and fixes to the new full integration with WooCommerce Block Checkout to now work with all the different options.
🔨 TweakUpdated the Exemption Message custom URL placeholder to show the default tax exemption page URL.
🔨 TweakAdded an option to set a custom URL for the tax exemption message link on checkout.
🔨 TweakImproved the pagination on the “Exempt Orders” admin page.
🔨 TweakAdded missing styles to the [tefw_exemption_form] shortcode form.
🔧 FixedFixed an issue where removing the VAT number during checkout recalculation could restore the wrong tax rate.
🔧 FixedFixed an issue with the emails customisation accordion not opening in some cases.
🔧 FixedFixed an issue with trying to activate the PRO version when the free version is also active.
🔧 Fixed(PRO) Fixed the admin emails for new tax exemption requests not showing the correct field labels and showing empty rows.
Version 2.4.0 – 28th January 2026
✨ NewAdded new full integration with WooCommerce Block Checkout. You can now choose to show the tax exemption checkbox and form directly on the block checkout page, instead of a message linking to the my account page. This can be enabled via the new “Block Checkout: Tax Exemption Checkbox + Form” setting on the plugin settings page.
🔨 TweakAdjusted the tax exemption form checkbox label layout to sit inline to the right of the checkbox.
🔧 FixedThe tax exemption shortcode now works even when the My Account tax exemption page is disabled.
🔧 FixedPrevented an infinite loop and memory exhaustion when saving orders with ‘tefw_exempt’ meta.
🔧 FixedFixed an issue with restoring the correct tax rate after unchecking tax exemption during checkout recalculation.
Version 2.3.5 – 22nd December 2025
🔧 FixedPotential fix for the specific products only option not working correctly in some cases.
🔧 FixedFixed an issue with the remove tax on shipping option not working correctly in some cases.
Version 2.3.4 – 4th December 2025
✨ NewAdded an option to set a custom admin notification email address for tax exemption requests.
🔧 FixedFixed an issue in some cases where updating an order would reset its tax exemption status to exempt, when the order was placed as non-exempt, but the users default status is set to exempt. This will only apply to new orders.
Version 2.3.3 – 1st December 2025
🔨 TweakHTML tags are now allowed in the custom text “Checkbox Description” field.
🔧 FixedFixed an issue with the “Tax exemption will only apply in” message showing even when no location restrictions are set.
🔧 FixedFixed an issue where conflicts may occur with other plugins that modify the cart totals.
🔧 FixedFixed an issue with the “Require Manual Approval” option not working correctly.
🔧 FixedPotential fix for a visual bug with WooCommerce subscriptions.
OtherUpdated to Freemius SDK 2.13.0
Version 2.3.2 – 1st September 2025
🔧 FixedFixed a PHP error with the last update.
Version 2.3.1 – 31st October 2025
🔨 TweakMade a variety of tweaks and improvements to the codebase to better follow WordPress coding standards.
Version 2.3.0 – 30th October 2025
✨ New(PRO) Added a new “Enable “Exemption City/State” Limitation Field” option. If enabled, an additional field will be shown on the tax exemption form on checkout and my account page, where users can enter their city/state for exemption purposes. You can then limit tax exemption to only be available when the checkout billing state matches the entered city/state.
✨ New(PRO) Added a new “Selected states only” option. If enabled, you can limit tax exemption fields to only be available to certain states (billing address on checkout).
🔨 TweakMade a few small tweaks and fixes to the admin pages.
🔧 Fixed(PRO) Potential fix for a niche issue with the “Specific products only” option.
Version 2.2.0 – 20th October 2025
🔨 TweakAdded integration with Flux checkout plugin for improved compatibility.
🔨 TweakMade a few tweaks to the admin pages. Added a new header bar to the admin pages, with quick links for the plugin.
🔧 FixedFixed an issue in some cases with the calculated totals for orders with multiple quantity of the same item.
🔧 FixedFixed an issue with toggling off tax exemption on checkout (when user account is set to defaulted enabled) not removing tax after placing the order in some cases.
🔧 FixedFixed the edit order page showing tax exemption as enabled, even though it is not, when the user account is set to defaulted enabled, but they toggled it off on checkout.
OtherUpdated to Freemius SDK 2.12.2
Version 2.1.3 – 11th September 2025
🔧 FixedPotential fix for some users enabling tax exemption on checkout but tax is not being removed in some cases.
🔧 FixedFixed a potential PHP error on the admin “Exempt Customers” page in some cases.
Version 2.1.2 – 17th July 2025
🔧 Fixed(PRO) Fixed an issue with the “tax exemption certificate” upload field on the my account page.
Version 2.1.1 – 17th July 2025
🔨 TweakMade some improvements to the shortcode and block checkout functionality when toggling tax exemption.
🔧 FixedFixed 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.
🔧 FixedFixed an issue with the cart page tax exemption checkbox not working correctly in some cases.
🔧 FixedFixed an issue with the “Selected countries only” option.
Version 2.1.0 – 14th July 2025
✨ New(PRO) Added a new option to choose which address the “Selected countries only” is checked against.
🔧 FixedFixed an issue causing an error with new orders when saving meta data in some cases.
🔧 FixedFixed an issue with tax exemption on the block checkout.
🔧 FixedFixed an issue with the “Selected countries only” option on block checkout.
🔧 FixedFixed an issue with the “I want to claim tax exemption” checkbox on the cart page when logged out.
Version 2.0.3 – 2nd July 2025
🔧 Fixed(PRO) Fixed an issue in some cases when required fields were stopping orders from being placed in some cases.
🔧 Fixed(PRO) Fixed an issue with the certificate upload field not showing on the my account page in some cases since a previous update.
Version 2.0.2 – 18th June 2025
🔧 Fixed(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.
🔧 Fixed(PRO) Fixed an issue with the certificate upload field not showing on the my account page in some cases since a previous update.
Version 2.0.1 – 5th June 2025
👍️ ImprovedImproved tax exemption functionality when manually adding an order as an admin.
Version 2.0.0 – 2nd June 2025
✨ NewAdded 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.
✨ NewAdded 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.
✨ NewAdded integration with the “Stripe Tax” plugin.
✨ NewAdded the shortcode “[tefw_exemption_form]” which can be used to display the tax exemption form on any custom page.
👍️ ImprovedMoved the “Exempt Customers” tab from the settings tab to its own admin page.
👍️ ImprovedFor 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.
👍️ ImprovedAdded “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.
🔨 TweakMade some styling changes to the admin pages.
🔨 TweakModified the error notice when the name or reason fields are required but not set when placing an order.
🔧 FixedFixed an issue where the tax exemption details were not being saved to the order meta in some cases.
Version 1.6.1 – 11th February 2025
✨ NewAdded an option to make the tax exemption checkbox checked by default on the checkout page.
🔧 FixedFixed an issue causing some payment gateways to not working properly with the plugin since the last update.
🔧 FixedFixed a “Uncaught ArgumentCountError” PHP error.
OtherTested with WordPress 6.7.2
Version 1.6.0 – 5th February 2025
👍️ ImprovedWhen 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.
🔧 FixedFixed the custom text for “Tax Exemption Certificate” not applying to the checkout page.
🔧 FixedFixed 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.”
OtherTested with WooCommerce 9.6.1
OtherUpdated to Freemius SDK 2.11.0
Version 1.5.3 – 4th January 2025
🔧 Fixed(PRO) Fixed an issue with the tax exemption fields not saving to the order if the “Hide Fields On Checkout” option is enabled.
Version 1.5.2 – 21st December 2024
✨ NewAdded 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.
🔧 FixedWhen refreshing after submitting the tax exemption form on the my account page, it will no longer try to re-submit the form.
🔧 Fixed(PRO) Fixed an issue with the “Specific products only” option not working with variable products.
🔧 Fixed(PRO) Fixed an issue with the upload file not working in some cases for guest checkouts.
OtherTested with WooCommerce 9.5.1
OtherTested with WordPress 6.7.1
OtherUpdated to Freemius SDK 2.10.1
Version 1.5.1 – 26th September 2024
🔧 FixedFixed an issue with the tax exemption fields not showing on the checkout page in some cases.
OtherUpdated to Freemius SDK 2.8.1
OtherTested with WordPress 6.6.2
Version 1.5.0 – 5th September 2024
👍️ Improved(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.
🔧 FixedFixed an issue with the name and reason fields being required even when they are disabled.
OtherTested with WooCommerce 9.2.3
OtherUpdated to Freemius SDK 2.7.4
Version 1.4.3 – 1st August 2024
🔧 FixedFixed an issue with the plugin causing an error when editing pages.
Version 1.4.2 – 1st August 2024
🔨 TweakNow 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.
🔧 Fixed(PRO) Fixed an issue with the current certificate file link not working correctly on the checkout page if one has already been uploaded previously.
🔧 Fixed(PRO) Fixed an issue with the certificate upload field being required on the registration form even if the exemption option is not checked.
🔧 Fixed(PRO) If tax exemption is shown on registration form, now hides the fields, unless the checkbox is checked.
OtherTested with WooCommerce 9.1.4
OtherTested with WordPress 6.6.1
Version 1.4.1 – 12th July 2024
🔧 FixedFixed 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.
🔧 Fixed(PRO) Fixed an issue with the maximum file size for the certificate upload field not working correctly.
Version 1.4.0 – 9th July 2024
👍️ ImprovedAdded 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.
Version 1.3.4 – 8th July 2024
🔨 TweakYou can now edit whether the customer has exemption enabled or disabled on the admin “Exempt Customers” page.
🔨 TweakAdded 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.
🔧 Fixed(PRO) Fixed a PHP error with the AvaTax integration enabled.
OtherTested with WordPress 6.5.5
OtherTested with WooCommerce 9.0.2
OtherUpdated to Freemius SDK 2.7.3
Version 1.3.3 – 12th June 2024
🔧 FixedFixed an issue with the checkout divs / layout formatting for the tax exemption section on the checkout page (in some cases), since the last update.
Version 1.3.2 – 11th June 2024
🔨 Tweak(PRO) Improved the “Tax Exemption” meta box on the admin order edit page when AvaTax integration is enabled.
🔨 TweakMade a few small CSS/styling tweaks.
🔧 FixedFixed an issue with the “Hide Fields On Checkout” option.
🔧 FixedFixed issue in some cases with the file upload field on the checkout page not working.
OtherTested with WordPress 6.5.4
OtherTested with WooCommerce 8.9.3
OtherUpdated to Freemius SDK 2.7.2
Version 1.3.1 – 9th January 2024
🔧 FixedFixed an issue in the free version in some cases where the name and reason fields were not showing.
Version 1.3.0 – 9th January 2024
✨ NewAdded options to select whether the “Name” and “Reason” fields are shown and required on the tax exemption form.
OtherTested with WordPress 6.4.2
OtherTested with WooCommerce 8.5.0
Version 1.2.1 – 1st December 2023
🔧 Fixed(PRO) Fixed an issue with the new “AvaTax” integration.
🔨 TweakMade a few other small tweaks.
Version 1.2.0 – 1st December 2023
✨ 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.
✨ NewAdded “Tax Exemption Details” to the admin “New Order” email.
🔨 TweakMade a few small changes to the admin page.
🔨 TweakAdded a loading spinner and message on the “Exempt Customers” tab, when loading the list of customers.
OtherTested with WordPress 6.4.1
OtherTested with WooCommerce 8.3.0
Version 1.1.0 – 31st October 2023
✨ NewAdded an “Exempt Customers” tab to the admin page, where you can manage, edit and add tax exempt customers.
✨ NewAdded 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.
✨ NewAdded an option to show an “Exempt” orders column on the WooCommerce orders page.
✨ NewAdded an “Tax Exemption Description” option to the “Custom Text” settings tab, which allows you to show text above the tax exemption fields.
👍️ Improved(PRO) Files uploaded at checkout are now added to a temporary folder, and moved to the main folder when the order is completed.
👍️ Improved(PRO) Automatically delete temporary PDF files that are not assigned to a user or order. Checked daily.
👍️ Improved(PRO) Automatically delete the previous/old PDF file when a new one is uploaded to a user.
👍️ ImprovedAdded a few more possible locations for the “location on checkout” option for the tax exemption checkbox and fields on the checkout page.
🔨 TweakSome small changes to the admin page.
🔨 TweakAdded 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.
🔧 FixedFixed issue with some websites where tax exemption was not removing tax for logged in users that have not previously set their tax exemption details.
🔧 Fixed(PRO) Fixed issue with the file upload field sometimes not working correctly on checkout page.
🔧 Fixed(PRO) Fixed issue with deleting cerfiticate from my account page, if the file does not exist.
🔧 Fixed(PRO) Fixed issue with certificate not being linked to order properly for guest checkout orders.
🔧 FixedFixed the “Tax Exemption Title” custom text option not working correctly.
🔧 FixedFixed some issues with HPOS compatibility.
🔧 FixedA few other small fixes.
OtherUpdated to Freemius SDK 2.6.0
OtherTested with WordPress 6.4.0
Version 1.0.4 – 15th October 2023
🔨 TweakSome small changes to the admin page.
OtherTested with WordPress 6.3.2
Version 1.0.3 – 12th October 2023
🔨 TweakFixed issue with the “Enable Tax Exemption” option when disabled.
🔨 TweakA few small changes to the admin page.
Version 1.0.2 – 12th October 2023
🔨 TweakAdded a check to make sure WooCommerce is installed before running the plugin code.
Version 1.0.1 – 10th October 2023
✨ NewFree version released.
🔨 TweakA few small tweaks and fixes.
Version 1.0.0 – 5th June 2023
✨ NewInitial PRO version release.
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