Add Tax Exempt form on checkout in woocommerce

Question

I am trying to add a form to my checkout page so when a user clicks the \'Tax Exempt\' checkbox, a textbox will popup and ask the user what the Tax Exempt Id number is.

Answer 1

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' );

Answer 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/

Answer 3

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.

Answer 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' );

Answer 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);