Tax Exempt extension allows the customer to checkout without tax, customer needs to submit Tax Id issued by the Government. Tax Id will be Resale Number or IRS Number along with Tax Id certificate attachment.
How it works:
For Checkout as Registered Customers:
During Customer Registration a customer will be able to select Tax Id type( Resale Number or IRS number) and enter Id number. Also a customer can upload related certificate.
Submission of above details will make set customer Tax exemption applicable to true.
Customer can also edit customer details and fill above stated details to be eligible for Tax exemption.
Once Customer is eligible for tax exempt , then the customer will able to checkout with Tax Exempt on products, It will be applicable for all purchases of that customer.
For checkout as guest:
For Guest Checkout, this module works by adding extra step that is ‘Tax Exempt’ in Checkout. Select the tax type (Resale Number or IRS Number) from drop-down then enter the Tax Id value, once guest customer enter this details, Customer becomes eligible for tax exemption and customer will able to checkout without Tax.
Here tax id and Tax type will be saved in order details.
From Admin :
Admin while creating a customer can add tax Type and tax Id value.
Admin can edit a customer detail for all fields related to Tax exemption and can enable or disable tax exempt flag.