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Can I set up automatic tax exemption for specific user roles


Yes, you can set up automatic tax exemption for specific user roles in WooCommerce using plugins like WooCommerce Tax Exempt Plugin and WooCommerce Wholesale Pro. Here's how:

1. Install and activate the plugin: Install either WooCommerce Tax Exempt Plugin or WooCommerce Wholesale Pro on your WordPress site.

2. Configure general settings: In the plugin settings, enable the "Auto Approve" option to automatically approve tax exemption requests from customers[1][3].

3. Create tax-exempt user roles:
- Go to WooCommerce > Settings > Wholesale > Roles (for WooCommerce Wholesale Pro) or WooCommerce > Tax Exemption > Exempt Customers & Roles (for WooCommerce Tax Exempt Plugin)[4][5].
- Add a new user role and name it something like "Tax Exempt Wholesale User"[5].
- Set the tax status for this role to "Exempt"[5].

4. Assign customers to the tax-exempt role:
- You can automatically assign new customers to the tax-exempt role during registration[5].
- Alternatively, you can manually assign existing customers to the role in the Users section of your WordPress admin[2].

5. Test the setup: Place a test order with a user assigned to the tax-exempt role to ensure that tax is automatically removed from their orders[5].

With these steps, customers assigned to the tax-exempt user role will automatically have tax removed from their orders without needing to submit any additional documentation.

The WooCommerce Tax Exempt Plugin also allows customers to request tax exemption via the "My Account" page, which the admin can then review and approve or reject[1][3]. However, for automatic tax exemption based on user roles, the above steps should suffice.

Citations:
[1] https://woocommerce.com/products/woocommerce-tax-exempt-plugin/
[2] https://www.walkwithpic.com/knowledge/woocommerce-tax-exempt-plugin-set-up
[3] https://addify.store/setting-tax-exempt-for-woocommerce/
[4] https://pluginrepublic.com/woocommerce-tax-exempt-user-role/
[5] https://barn2.com/blog/woocommerce-tax-exempt/