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How to Override Tax Exemptions for A Specific User?

With WholesaleX’s dynamic rules system and user roles, you can exempt tax for all users. But if you want to exempt tax for a specific user or user, you can do that easily. 

There are two ways of doing this. One is from the user profile, and another way is using the dynamic rule system.

Let’s check both of them.

Tax Exemption from User Profile

  • Go to WholesaleX → Users.
  • Click ‘Edit’ on your desired user.
  • Scroll down till you see ‘WholesaleX Profile Settings.’
  • In the ‘Tax Exemption’ option, under the ‘Override Tax Exemption’ section, select ‘yes’ from the dropdown menu.
  • Scroll down till the end of the page and click ‘Update User.’
Override Tax Exemptions from User Profile
Override Tax Exemptions from User Profile

And that specific user will be exempted from tax.

Tax Exemption from Dynamic Rules

  • Go to WholesaleX → Dynamic Rules.
  • Create a new rule.
  • Name your rule.
  • Select the rule type: ‘Tax Rule.’
  • Select User/Role: ‘Specific Users.’
  • Select product filter: ‘All products’ (or according to your requirements.)
  • Add the required user(s) in the ‘Select Users’ box.
  • Select’ Yes’ in the ‘Tax Rule’ section for the ‘tax exempted?’ dropdown.
  • Save and Enable the Rule Status.
Override Tax Exemptions from Dynamic Rules
Override Tax Exemptions from Dynamic Rules

And that’s how you can exempt tax for a specific user(s). 

We suggest you use the first option if you need to exempt tax for a single user. And if you want to give it to multiple users, use the dynamic rule system.

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