The Tax Exempt add-on by X-Cart makes it possible to add tax exemptions for certain groups of customers and particular products.
To start using the add-on, install it as described in Installing Add-ons from X-Cart App Store.
Below you will find information on:
Tax-Exempt Customers
The Tax Exempt add-on adds a field at checkout where a buyer can specify their tax number to get tax exemption:
By default, the field name is "Tax Number." However, a store admin can change the field name if required using Labels Editor.
Once a tax number has been added, it is stored in the Tax number field in the customer's profile and can be viewed both by the customer (My Account -> Address Book) and a store admin (Users -> Users List -> Profile -> Address Book):
To enable tax exemption for a customer, a store admin needs to enable the "Tax exempt" option in the customer's profile details (Users -> Users List -> Profile):
If you need to prevent your tax-exempt customers from changing their tax numbers without your knowing, disable the "Allow customers to modify their tax number after tax exemption is enabled" option on the Tax Exempt add-on settings page.
Once the "Allow customers to modify their tax number after tax exemption is enabled "option is disabled, any tax-exempt customers will not be able to change their tax number at checkout. The Tax number field will be disabled for them, and only a store admin will be able to change it in the Address Book on the customer profile page (Users -> Users List).
Tax-Exempt Products
The Tax Exempt add-on allows a store admin to make products tax-free if required.
To specify that a specific product is tax-free:
Locate the product in question on the product list page (Catalog -> Products).
Open the product details page.
Enable the Tax Exempt option in the Prices & Inventory section:
Click Update product.
Related pages: