Exclude or Hide Tax Calculations Based on WooCommerce User Roles

Let’s look in-depth at how to exclude or hide tax calculations based on WooCommerce user roles. For Say, Let’s take a business case for a better understanding. The customer needs to exclude the tax for wholesale user roles in the cart or checkout page only and hide tax on the product and shop pages for all user roles, displaying the tax in the cart and checkout pages for all users except the wholesale user role. ELEX WooCommerce Catalog Mode, Wholesale & Role Based Pricing plugin enables this customization for different user roles.

You could offer exclusive tax breaks to your high-volume customers or offer tax-free purchases to your loyal customers. By using this feature, you can streamline your pricing strategy and boost customer satisfaction by creating targeted tax rules based on user roles.

Without the ELEX WooCommerce Catalog Mode, Wholesale & Role Based Pricing, using only WooCommerce standard tax options you can hide tax completely or in the shop or cart page, but you cannot choose the user roles to which that applies. Also implying the plugin you can also exclude tax based on the WooCommerce user roles. Pertinently, You can exclude or hide tax calculations based on the WooCommerce user roles.

The plugin lets you choose which tax class to use for a particular role as well as exclude tax or hide tax based on individual roles. In this article, let’s look in detail at how to exclude or hide tax calculations based on WooCommerce user roles, what are the requirements to achieve this, and how to configure this in the WooCommerce tax settings.

Prerequisites

WooCommerce Tax Configuration

To set up the tax options in WooCommerce you first need to enable tax in WooCommerce  General Settings.

Now you’ll get the Tax tab in the WooCommerce menu.

Adding a zero tax class under the additional tax classes and selecting the option to display prices excluding tax on the shop page as well as the option to display prices excluding tax on the cart page are all necessary to exclude tax for the wholesale user role. In addition to these settings, you can also configure the ELEX WooCommerce Catalog Mode, Wholesale & Role Based Pricing plugin.

The Zero Tax Rates can be set up by clicking on the option “Zero tax rate” just next to the Standard Rates, and you can leave the country, state, and zip code fields blank if you want to apply them in all countries. You can manually type in the asterisk or it will auto-fill with the asterisk. The rate % column needs to be updated with 0.00. By doing this, it will be applied to all countries, and a 0% tax will be applied if the Zero tax class is selected.

If you want to charge tax for a few user roles in cart and checkout pages, you’ll have to define a standard tax class as well. Say you want to charge a 15% tax for the country US. Then, under the Standard tax class, edit it or add a new row and under the country, field enter the country code US. If you want it to be state specific, then add the state code in the state field or if you want to apply to all states, you can fill it with an asterisk *. And, if you want the tax to apply to shipping you can enable the check box in the ‘Shipping’ column. 

Please note: The ‘Calculate tax based on’ should be based on the customer’s billing address or shipping address. The Shipping tax class should be based on the cart items, it should not be based on a specific class.

Why Do You Need Role-Based Pricing for WooCommerce?

Delivering tailored purchase experiences is an ideal retailer’s secret to maximizing profit potential. One way to achieve this is by using role-based pricing for WooCommerce. This means customizing pricing based on different user roles within WooCommerce. By offering personalized pricing to different customer segments, you can better cater to their unique needs and gain a competitive advantage in the marketplace.

User roles also are crucial in enhancing security, managing workflow efficiently, and ensuring compliance with regulations. They allow you to restrict access to personal data and track actions within the system, contributing to improved auditability. Assigning specific roles to users, such as administrators, managers, or customers, enables you to customize access levels, protect sensitive information, and streamline operational processes.

WooCommerce offers flexibility in setting roles and permissions, allowing customization through various plugins. ELEX WooCommerce Catalog Mode, Wholesale & Role Based Pricing plugin stands out among a variety of other plugins by providing a variety of highlighted features that enhance your functionalities.

Advantages of role-based pricing for WooCommerce 

Here are a couple of things you should know before learning about how to exclude or hide tax calculations based on WooCommerce user roles. You can implement this strategy in your WooCommerce business for the following reasons: 

• Customer satisfaction – You can enhance customer satisfaction by tailoring pricing based on the needs of your B2B customers. 
• Increase sales – Targeted pricing and promotions are also an excellent way of encouraging bulk purchases, which in turn can increase sales volume for your company. 
• Boosts your team’s edge – Your wholesale customers will have a better reason to choose your company over your competitors when you offer them exclusive deals and discounts. 

ELEX WooCommerce Catalog Mode, Wholesale & Role-Based Pricing

ELEX WooCommerce Catalog Mode, Wholesale & Role Based Pricing Plugin is the ultimate solution for enhancing your WooCommerce store’s functionality. With just a few clicks, you can enable catalog mode, wholesale pricing, and WooCommerce role-based pricing to transform your online store into a more versatile and efficient platform.

The plugin allows you to customize user roles, giving you the ability to edit or remove the Add to Cart button and hide product prices based on specific user roles. ELEX WooCommerce Catalog Mode, Wholesale & Role Based Pricing Plugin also provide dynamic pricing options, making it easy to set different prices for different customer groups.

Click here to purchase the plugin – ELEX WooCommerce Catalog Mode, Wholesale & Role Based Pricing! 

As soon as you purchase the plugin, you will be able to download and install it from the WordPress Plugin page. You will then find a “Role Based Pricing” tab in the WooCommerce menu.  

Consequently, this plugin can be used for a variety of roles-related purposes. Depending on the user role, you can display or hide prices, add-to-cart buttons, and even specific products. You can give a discount or add mark-up prices to categories for user roles, and also assign individual product prices as per the roles. You can also add/delete user roles using this plugin. But in this article, we’ll discuss about how to set different tax classes for different user roles.

Solution

We need to exclude tax for wholesale users, hide tax for other users on the shop page, and display tax in the cart and checkout pages. We have configured two tax classes: “Standard Class” for 15% tax and “Zero Tax Rate” class for 0% tax. You can assign these tax classes to different user roles in the plugin settings. Go to WooCommerce > Role Based Pricing > Tax Options. Here, you can select tax classes and specify the tax type to show or hide tax on the shop/cart page.

For the wholesale user role, select the “Zero Tax” class, and for other roles, leave it as the default. If you want to display the product price excluding tax on the shop and product pages, choose the tax type “Show price excluding tax in a shop”. We have various tax types to accommodate different scenarios. If necessary, you can assign different tax types to user roles based on their tax display preferences.

When wholesale users log in and buy products from the shop, no tax will be included on the shop or cart page or during payment. Shop owners usually don’t want to include tax for wholesale users because they have their own TAX ID and the tax charged will differ. Other user roles will need to include tax, but they can choose to hide tax being charged and only show it during payment and in the invoice.

The product price displayed in the shop may vary depending on the option in WooCommerce settings, where you can choose to enter the product price to include or exclude tax. If you have entered the product price to exclude tax and show the product price including tax, then the product price in the shop will show the total price with tax added. If you have entered the product price including tax and show the product price excluding tax, then the product price in the shop will show the total price with tax deducted.

The Cart when wholesale user role login shows without tax:

The Cart when other user role login shows with tax:

The business case article was intended to help with the process, if you still have questions or need assistance, you can contact our support team here.

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To know how to set up or how to use other features of the plugin click here!

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