Support » Plugin: WooCommerce » Remove Sales Tax – by individual order or user

  • Resolved rebeccaolson

    (@rebeccaolson)


    Hello – I recently added Jetpack to our Woocommerce store, and enabled automated tax rates (which will be very helpful come tax time.) However, we have one or two customers who are wholesale, and we need to be able to remove the tax from their individual orders. I cannot seem to find any way to do this now, aside from an expensive or complicated plugin, which doesn’t make financial sense since we’re only talking about a few orders a year. I used to be able to create the order manually in the back end and just not add a tax line, but with automated taxes enabled, this field is now populating regardless of what I do. I don’t want to just refund/discount the amount from the total, because it would show on our reports as being taxed, so we’d still have to pay it.

    Is there any simple workaround? Is there any way to do any of the following when “automatic taxes” are enabled with the Jetpack Plugin?:
    1) Access/select the Zero Rate tax code when creating an order in the back end of Woocommerce OR
    2) Create a special tax rate affiliated with a specific user OR
    3) Edit/delete the automatic tax populated in the back end OR
    4) Create a “coupon” code to give the customers that removes the tax OR
    5) If I disable “automatic taxes” in settings to create a wholesale order like I used to, and then re-enable it immediately after, will that mess up the tax reports at the end of the year?

    Anything? Again, I don’t need a complicated solution – this is only for a few orders a year. Any input would be helpful – thanks!

Viewing 6 replies - 1 through 6 (of 6 total)
  • Plugin Support Laurena Rehbein

    (@lrehbein)

    Automattic Happiness Engineer

    Hi @rebeccaolson,

    There is no built-in way to do that with WooCommerce Services. We would recommend using our TaxJar extension instead:

    * https://woocommerce.com/products/taxjar/

    It is free, but you do require an account with TaxJar (this does have fees associated).

    With that, you can set up customer extentions:

    * https://docs.woocommerce.com/document/taxjar/#customer-taxability

    I hope that helps!

    rebeccaolson

    (@rebeccaolson)

    Thanks Laurena – I looked into TaxJar, but it’s far more than our small business needs. Like I said, since I only need to do this once or twice a year, it doesn’t make sense to pay for the TaxJar service just for this purpose.

    Since I cannot make this adjustment with Jetpack enabled, can anyone tell me if disabling the plugin in order to create the invoice without automatic tax, then re-enabling, will mess up the tax reporting somehow?

    Thanks!
    Rebecca

    Plugin Support Laurena Rehbein

    (@lrehbein)

    Automattic Happiness Engineer

    Hi Rebecca,

    I just found out about a new product in our Marketplace that might do the trick!

    * https://woocommerce.com/products/woocommerce-tax-exempt-plugin/

    I’ve done some testing with it today, and it seems that it will work well with our WooCommerce Services automated testing. Maybe worth a look!

    All of our products do have a 30-day refund policy, so it might be worth exploring.

    Best,

    Plugin Support EtienneP

    (@etiennep)

    We haven’t heard back from you in a while, so I’m going to mark this as resolved – if you have any further questions, you can start a new thread.

    Etienne – unfortunately, this hasn’t been resolved. So far both options suggested require purchasing a plugin/subscription, which is not necessary for a very small online business with only one or two wholesale orders a year. Can you provide the appropriate place for me to suggest this as a feature? I’m unsure if it should be suggested to Woocommerce or Jetpack.

    For others searching for this solution – I tried option #5 from my original post: (disabling automated tax calculation, entering and saving the order without tax, and then re-enabling automated tax calculation again) and unfortunately, my fears were well founded. It does remove the tax rates that have been populated previously, and there does not seem to be a way to recover the information. The only other workaround I can think of is to disable the Jetpack plugin, create and save the order, and then enabling the Jetpack plugin again. This would be very clunky – but presumably you don’t lose your database information when the plugin is deactivated (since deactivating plugins is standard WordPress protocol), so hopefully it will work.

    Rebecca (@rebeccaolson),

    I have the same issue for my small business. I may have a solution.

    create a coupon code equal to the tax amount. For instance if sales tax equals 6% then you could create percentage discount coupon code that takes 6% off the total amount of the sale.

    Here is an article explaining how to do so
    https://wcom-help.icu/woocommerce-how-to-remove-tax-in-coupon-discount-2038/

    Hope this helps!
    Jesse

Viewing 6 replies - 1 through 6 (of 6 total)
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