Add Tax Exempt form on checkout in woocommerce

5 comments

1. Alright, I finally figured it out in case anyone is interested.

   In my plugin, I made a form after the order notes by hooking in to this function: ‘woocommerce_before_order_notes’

   add_action('woocommerce_before_order_notes', array(&$this, 'taxexempt_before_order_notes') );
   

   my ‘taxexempt_before_order_notes’ function contained:

   function taxexempt_before_order_notes( $checkout ) {
   
           echo '<div style="clear: both"></div>
   
           <h3>Tax Exempt Details</h3>';
   
           woocommerce_form_field( 'tax_exempt_checkbox', array(
               'type'          => 'checkbox',
               'class'         => array('tiri taxexempt'),array( 'form-row-wide', 'address-field' ),
               'label'         => __('Tax Exempt'),
               ), $checkout->get_value( 'tax_exempt_checkbox' ));
   
           woocommerce_form_field( 'tax_exempt_name', array(
               'type'          => 'text',
               'class'         => array('form-row-first', 'tiri', 'taxexempt', 'textbox', 'hidden'),
               'label'         => __('Tax Exempt Name'),
               ), $checkout->get_value( 'tax_exempt_name' ));
   
           woocommerce_form_field( 'tax_exempt_id', array(
               'type'          => 'text',
               'class'         => array('form-row-last', 'tiri', 'taxexempt', 'textbox', 'hidden', 'update_totals_on_change'),
               'label'         => __('Tax Exempt Id'),
               ), $checkout->get_value( 'tax_exempt_id' ));
       }
   

   Then the most important woocommerce function to hook was: ‘woocommerce_checkout_update_order_review’

   add_action( 'woocommerce_checkout_update_order_review', array(&$this, 'taxexempt_checkout_update_order_review' ));
   function taxexempt_checkout_update_order_review( $post_data ) {
           global $woocommerce;
   
           $woocommerce->customer->set_is_vat_exempt(FALSE);
   
           parse_str($post_data);
   
           if ( isset($tax_exempt_checkbox) && isset($tax_exempt_id) && $tax_exempt_checkbox == '1' && !empty($tax_exempt_id))
               $woocommerce->customer->set_is_vat_exempt(true);                
       }
   

   I simply parsed out the $post_data that is the serialized form data from the checkout.js file in woocommerce and checked if my part of the form was filled out correctly.

   If it was, then I would set the tax exempt for the user.

   Log in to Reply

2. The accepted solution didn’t work for me, but I modified it to use the following:

   //=============================================================================
   // ADD TAX EXEMPT CHECKMARK
   // =============================================================================
   add_action( 'woocommerce_after_order_notes', 'qd_tax_exempt');
   
   function qd_tax_exempt( $checkout ) {
   
     echo '<div id="qd-tax-exempt"><h3>'.__('Tax Exempt').'</h3>';
   
     woocommerce_form_field( 'shipping_method_tax_exempt', array(
         'type'          => 'checkbox',
         'class'         => array(),
         'label'         => __('My organization is tax exempt.'),
         'required'  => false,
         ), $checkout->get_value( 'shipping_method_tax_exempt' ));
   
     echo '</div>';
   }
   
   add_action( 'woocommerce_checkout_update_order_review', 'taxexempt_checkout_update_order_review');
   function taxexempt_checkout_update_order_review( $post_data ) {
     global $woocommerce;
   
     $woocommerce->customer->set_is_vat_exempt(FALSE);
   
     parse_str($post_data);
   
     if ( isset($shipping_method_tax_exempt) && $shipping_method_tax_exempt == '1')
       $woocommerce->customer->set_is_vat_exempt(true);                
   }
   

   The key here is understanding that any field with a name that starts with shipping_method is going to inherit this updating order functionality (which was the part that didn’t work for me). I found this answer at http://www.affectivia.com/blog/have-a-checkbox-on-the-checkout-page-which-updates-the-order-totals/

   Log in to Reply

3. After a long search I found that there is a method for the cart object called remove_taxes() .
   So, after setting a user meta for the tax exempt users, this cancels the tax totals.

   function remove_tax_for_exempt( $cart ) {
       global $current_user;
       $ok_taxexp = get_the_author_meta( 'granted_taxexempt', $current_user->ID );
       if ($ok_taxexp){ // now 0 the tax if user is tax exempt
           $cart->remove_taxes();
       }
       return $cart;
   } 
   add_action( 'woocommerce_calculate_totals', 'remove_tax_for_exempt' );
   

   Log in to Reply

4. Because $cart->remove_taxes(); is deprecated. This is what I used instead.

   I didn’t have a form on the frontend, but have a user roll that is tax exempt. This was my solution.

   Also worth noting that set_is_vat_exempt(true) also works in the US to set as tax exempt.

   /**
    * Set customer as tax exempt if user is a wholesale customer
    */
   function remove_tax_for_exempt( $cart ) {
       global $woocommerce;
   
       if ( is_user_logged_in() && current_user_can( 'wholesale_customer' ) ) {
           $woocommerce->customer->set_is_vat_exempt(true);
       }
       return $cart;
   } 
   add_action( 'woocommerce_calculate_totals', 'remove_tax_for_exempt' );
   

   Log in to Reply

5. Since this answer still pops up on google, I thought I’d share that setting the customer as tax exempt only works during checkout, if you need to edit the order on the back-end after it is placed and use the “recalculate” button, the taxes will still appear. Fortunately there is a hook for this as well:

   function remove_tax_for_exempt($exempt, $order){
       return $exempt || user_can($order->get_user_id(), 'wholesale_customer');
   }
   
   add_filter('woocommerce_order_is_vat_exempt', 'remove_tax_for_exempt', 10, 2);
   

   Log in to Reply