The add-on Tax Exempt by X-Cart makes it possible to add tax exemptions for certain groups of customers as well as for 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:
The Tax Exempt add-on adds a special 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):
Customer profile in Admin Area
Customer profile in the storefront
To enable tax exemption for a customer, a store admin needs to enable the option Tax exempt 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 option Allow customers to modify their tax number after tax exemption is enabled 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).
The add-on Tax Exempt adds a possibility for a store admin to make certain products tax-free if required.
To specify that a certain product is tax-free:
1. Locate the product in question on the product list page (Catalog -> Products).
2. Open the product details page.
3. Enable the Tax Exempt option in the Prices & Inventory section:
4. Click Update product.