Title: Support for tax exemption
Last modified: January 9, 2026

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# Support for tax exemption

 *  Resolved [Jason Houge](https://wordpress.org/support/users/jasonhouge/)
 * (@jasonhouge)
 * [3 months ago](https://wordpress.org/support/topic/support-for-tax-exemption/)
 * Recently I’ve started working with tax exempt clients. To build orders for clients,
   I manually add a new order within WooCommerce. I’ve been fighting against the
   automated taxes attempting to build orders for these clients. 
   I think the plugin
   works great at managing sales taxes, but for these exempt clients I need to be
   able to remove the taxes. Is there already support for this and am I just missing
   it? Or would it be insanely difficult to add it?

Viewing 8 replies - 1 through 8 (of 8 total)

 *  Plugin Support [LovingBro (woo-hc)](https://wordpress.org/support/users/lovingbro/)
 * (@lovingbro)
 * [3 months ago](https://wordpress.org/support/topic/support-for-tax-exemption/#post-18780104)
 * Hi [@jasonhouge](https://wordpress.org/support/users/jasonhouge/),
 * Thanks for taking the time to explain your use case in detail. I can see how 
   manually creating orders for tax exempt clients becomes frustrating when automated
   taxes keep getting applied, especially when everything else about WooCommerce
   Tax is working well for standard sales.
 * At the moment, WooCommerce core and the WooCommerce Tax plugin do not include
   a built in option to automatically mark specific customers as tax exempt across
   all scenarios. To consistently handle tax exempt users, you would need to use
   a supported third party plugin or custom code that applies tax exemption logic
   before order totals are calculated. This is the recommended approach when you
   have a recurring need to exempt certain customers from tax calculations.
 * WooCommerce documents this approach and lists available options that are designed
   for this exact use case here: [https://woocommerce.com/document/tax-exempt-plugin/](https://woocommerce.com/document/tax-exempt-plugin/)
 * If having first class tax exemption support directly within WooCommerce Tax would
   better match your workflow, you are very welcome to submit this as a feature 
   request. Our product team actively reviews feedback submitted through the feature
   request board: [https://woocommerce.com/feature-requests/tax/](https://woocommerce.com/feature-requests/tax/).
 * Let us know if you need further help or support.
 *  Thread Starter [Jason Houge](https://wordpress.org/support/users/jasonhouge/)
 * (@jasonhouge)
 * [3 months ago](https://wordpress.org/support/topic/support-for-tax-exemption/#post-18780807)
 * Hi [@lovingbro](https://wordpress.org/support/users/lovingbro/),
   Thanks so much
   for your quick and thoughtful reply. I did purchase one of these plugins from
   the Woo extensions list. They all seem to have an issue when it comes to manually
   adding an order by an admin or shop manager. the first review on the one you 
   listed even addresses this:
 * ![](https://i0.wp.com/i.gyazo.com/1cd5d960589a9aeb5b8a50655f5e40ec.png?ssl=1)
 * I think the issue is this: The manual “add order” area in the admin window does
   not connect with these plugins. And after the order is created and assigned to
   a customer, it goes into “pending” status and cannot be modified. This appears
   to prevent removing tax via a button (plugin) at checkout because it bypasses
   the cart stage. Do you know of any workarounds, plugins or other methods I can
   try?
 * I am also working with Jetpack CRM and if I use this to remove the tax, it does
   not have any impact for the customer.
   I am also running into an issue where customers
   can only pay at this stage, they can’t specify a shipping address… maybe that’s
   not something we can address here.
 * Thanks again for your help, if you have any additional ideas or advice, I am 
   open to suggestions.
 * cheers
    -  This reply was modified 3 months ago by [Jason Houge](https://wordpress.org/support/users/jasonhouge/).
    -  This reply was modified 3 months ago by [Jason Houge](https://wordpress.org/support/users/jasonhouge/).
 *  Plugin Support [LovingBro (woo-hc)](https://wordpress.org/support/users/lovingbro/)
 * (@lovingbro)
 * [3 months ago](https://wordpress.org/support/topic/support-for-tax-exemption/#post-18781078)
 * Hi [@jasonhouge](https://wordpress.org/support/users/jasonhouge/),
 * When an order is created manually in the admin, it does not pass through the 
   cart or checkout flow, so tax exemption logic from plugins is not applied in 
   the same way. This is why you can add products without tax initially, but once
   taxes are calculated, the usual exemption tools are not available.
 * A practical workaround that many store owners use is to let the tax calculate
   as normal when creating the manual order, then add a negative fee to offset it.
   You can add a fee line with a title like “Tax exempt” and enter the exact tax
   amount as a negative value. This removes the tax from the order total while keeping
   everything visible and consistent in order emails, reports, and WooCommerce analytics.
 * For the part where customers can only pay and cannot enter or update their shipping
   address, this is also a limitation of the pay for order flow. A common workaround
   is to fully set the billing and shipping address in the admin before sending 
   the payment link. If you need more flexibility, plugins such as [WooCommerce Order Delivery](https://woocommerce.com/products/woocommerce-order-delivery/)
   or checkout field management extensions can help control address handling, or
   you can use an invoice style plugin that sends the customer through a full checkout
   experience instead of the pay for order screen.
 * I hope this gives you a workable path forward for now. If improving manual order
   and tax exemption handling would be valuable long term, submitting a feature 
   request with this use case would help our product team review it: [https://woocommerce.com/feature-requests/tax/](https://woocommerce.com/feature-requests/tax/)
   or [https://woocommerce.com/feature-requests/woocommerce/](https://woocommerce.com/feature-requests/woocommerce/).
 *  Thread Starter [Jason Houge](https://wordpress.org/support/users/jasonhouge/)
 * (@jasonhouge)
 * [3 months ago](https://wordpress.org/support/topic/support-for-tax-exemption/#post-18781096)
 * Thanks again [@lovingbro](https://wordpress.org/support/users/lovingbro/) for
   your valuable feedback!
   I did attempt the fee method, but this applies the fee
   before taxes and therefore does not reliably remove the tax as it is also impacted
   by the tax. I am submitting a feature request. I do think this is a valuable 
   function since many businesses who shop online require tax exemption and there
   seems to be no clean workaround for back end order creation as yet. Thanks again,
   JasonFeature Request: [https://woocommerce.com/feature-request/tax-exemption-support/](https://woocommerce.com/feature-request/tax-exemption-support/)
 *  [Sai (woo-hc)](https://wordpress.org/support/users/saivutukuru/)
 * (@saivutukuru)
 * [3 months ago](https://wordpress.org/support/topic/support-for-tax-exemption/#post-18781157)
 * Hi [@jasonhouge](https://wordpress.org/support/users/jasonhouge/),
 * Thank you again for the detailed discussion and for submitting the feature request.
   We really appreciate you taking the time to share this feedback.
 * If you don’t have any further questions at this point, we’ll go ahead and mark
   this thread as resolved.
   If you found the support helpful, we’d also appreciate
   a quick review [here ](https://wordpress.org/support/plugin/woocommerce-services/reviews/#new-post)
   when you have a moment.
 * Please feel free to open a new thread anytime if you need further assistance.
 *  Plugin Support [thelmachido a11n](https://wordpress.org/support/users/thelmachido/)
 * (@thelmachido)
 * [2 months, 3 weeks ago](https://wordpress.org/support/topic/support-for-tax-exemption/#post-18785965)
 * Hi [@jasonhouge](https://wordpress.org/support/users/jasonhouge/) I am following
   up on your feature request here to get a better understanding of what if happening
   on your site. The customers you are exempting from paying tax, is this from **
   Automated Tax** Rates or its from Tax Rates you have manually set up on your 
   site?
 * We might be able to provide additional information based on the response you 
   will provide concerning this 🙂
 *  Thread Starter [Jason Houge](https://wordpress.org/support/users/jasonhouge/)
 * (@jasonhouge)
 * [2 months, 3 weeks ago](https://wordpress.org/support/topic/support-for-tax-exemption/#post-18786102)
 * Hi [@thelmachido](https://wordpress.org/support/users/thelmachido/),
   So I don’t
   use any manual tax system. I personally wouldn’t know how to find all of the 
   variations across the state. I use Woocommerce Tax to automate my taxes, and 
   because it does this, it imposes taxes on every order, and I have not found a
   work around that will prevent this for clients who require tax exemption.
 * Thank you!
 * Also I should note, while yes there are a few plugins that DO provide tax exemption
   from the front end, Most of what I sell are services that the customer cannot
   piece together from the front end. Things that require amounts of time or variations
   that occur during the building of an order that they could not otherwise forsee.
   So nearly all of my billing is handled on the backend via the “Add Order” page.
   This is where it gets complicated.
    -  This reply was modified 2 months, 3 weeks ago by [Jason Houge](https://wordpress.org/support/users/jasonhouge/).
    -  This reply was modified 2 months, 3 weeks ago by [Jason Houge](https://wordpress.org/support/users/jasonhouge/).
      Reason: clarity
 *  Plugin Support [thelmachido a11n](https://wordpress.org/support/users/thelmachido/)
 * (@thelmachido)
 * [2 months, 2 weeks ago](https://wordpress.org/support/topic/support-for-tax-exemption/#post-18793896)
 * Hi [@jasonhouge](https://wordpress.org/support/users/jasonhouge/) sorry for the
   delay in response here, I wanted to make sure we provide you with information
   that will help you move forward.
 * > I think the plugin works great at managing sales taxes, but for these exempt
   > clients I need to be able to remove the taxes. Is there already support for
   > this and am I just missing it? Or would it be insanely difficult to add it?
 * With this plugin, once you provide the customers shipping details on the manual
   order tax should be calculated as expected similar to what you would see on the
   front-end. Here is [a short video](https://cloudup.com/files/iCNk5roYmlu/download)
 * Just to clarify, if you have automated taxes options enabled this means tax is
   added based on your local tax regulations. This means the customer will be exempted
   from paying tax if they are not supposed to be paying tax according to your local
   tax regulations.
 * So another question would be are there customers that under normal circumstances
   should be exempted from paying tax according to your local regulations that are
   paying tax when you create a manual order?
 * [https://woocommerce.com/document/woocommerce-shipping-and-tax/woocommerce-tax/#section-6](https://woocommerce.com/document/woocommerce-shipping-and-tax/woocommerce-tax/#section-6)

Viewing 8 replies - 1 through 8 (of 8 total)

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## Tags

 * [tax exempt](https://wordpress.org/support/topic-tag/tax-exempt/)

 * 8 replies
 * 4 participants
 * Last reply from: [thelmachido a11n](https://wordpress.org/support/users/thelmachido/)
 * Last activity: [2 months, 2 weeks ago](https://wordpress.org/support/topic/support-for-tax-exemption/#post-18793896)
 * Status: resolved