The addon 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 addon, install it as described in Installing Addons from the Marketplace.

Tax-Exempt Customers

The Tax Exempt addon adds a possibility for a customer to specify tax number at checkout:

tax-number-checkout.png

If added, the Tax number field is stored and displayed in a customer’s profile in both Admin area (Users -> Users list -> Profile -> Address book) and customer storefront (My Account -> Address book):

Customer profile in Admin Areatax-number-user-profile-adm.png
Customer profile in the storefrontprofile-details-cus.png

To add tax exemption for a customer a store admin should enable the Tax exempt option in the customer’s profile details (Users -> Users list -> Profile):

tax-exempt.png

If you need to prevent the 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 addon settings page:

settings-page.png

To open the setting page, locate the Tax Exempt addon in the Installed Addons list as described in Managing Addons and click Settings:

installed.png

Once the Allow customers to modify their tax number after tax exemption is enabled option is disabled any tax-exempt customers won’t be able to change their tax number at checkout. The Tax number field will be disbaled for them and can be changed in the Address book on the customer profile page (Users -> Users list) by a store admin only.

edit-profile-details-adm.png

Tax-Exempt Products

The addon Tax Exempt adds a possibility for a store admin to make certain products tax-free if required.

For this purpose a store admin should:

  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 to the Prices & Inventory section: tax-exempt-product.png

  4. Click Update product.