Disability & Charity Tax Exemption for WooCommerce
From: $59.00 / year
Manage tax exemptions directly at checkout
Disability & Charity Tax Exemption for WooCommerce helps stores collect tax-exemption declarations, apply a configured zero-rate tax class, and keep the supporting information with each order.
Use the extension for disability and charity VAT relief or adapt its labels, instructions, and form fields for other VAT, GST, and zero-rate tax workflows. Customers can complete the declaration during checkout, while your team receives a consistent record for review, reporting, and administration.
Apply your configured zero-rate tax class to eligible products
Collect customer declarations and supporting information at checkout
Customize tax terminology, instructions, labels, and fields for your market
Store exemption details and signatures with the WooCommerce order
Review claim activity and export reports from WordPress
Version 3.0.6 improves stability and reliability and recalculates the checkout total immediately after the customer completes the exemption form.
Adapt the workflow to your tax system
The extension includes two configurable declaration pathways. They are set up for disability and charity VAT exemption by default, but you can customize the customer-facing labels, messages, field names, terms, and instructions to reflect your store’s tax-exemption process.
This flexibility can support stores working with VAT, GST, sales tax relief, or another tax system that uses a WooCommerce zero-rate tax class. The extension does not determine whether a customer or transaction is legally eligible. It applies the workflow and tax treatment you configure.
Tax rules and evidence requirements vary by country, region, product, and customer type. Review your configuration and declaration wording with a qualified tax professional before accepting tax-exempt orders.
Who is it for?
Disability VAT Exemption for WooCommerce is designed for merchants that need to collect a customer declaration before applying a zero-rate or tax-exempt treatment to eligible products.
It is particularly well suited to UK stores managing disability and charity VAT relief, while its customizable terminology, form fields, eligibility settings, and tax-class handling also make it suitable for exemption workflows in other countries.
UK stores offering disability VAT relief: Collect customer eligibility declarations, signatures, and supporting information at checkout.
Charities and nonprofit organizations: Manage charity declarations, optional expiry dates, claim statuses, and exemption records.
Stores selling to eligible charities: Apply a structured declaration process before zero-rating qualifying products.
B2B and wholesale stores: Provide tax-exemption workflows for approved customers, organizations, or user roles.
International VAT and GST merchants: Customize tax terminology, instructions, fields, and declaration wording for local requirements.
Stores with region-specific exemption programs: Control product eligibility, customer access, and form availability by country or user role.
Merchants that need stronger records: Keep declarations, signatures, claim statuses, downloadable documents, and reporting data connected to each WooCommerce order.
How it works
Enable tax exemption for the products that qualify under your rules.
The customer selects the applicable exemption option during checkout.
The customer completes the declaration fields and signature option you have enabled.
The extension applies your configured zero-rate tax class to eligible products.
The checkout total is recalculated and the declaration is saved with the order.
Your team can review, update, download, and report on the exemption claim.
Create and configure the required zero-rate tax class in WooCommerce before accepting exemption claims. Shipping tax treatment continues to follow your WooCommerce tax settings.
Control which products and customers can claim an exemption
Show the exemption workflow only where it is relevant to the order and your store’s policies.
Enable or disable tax exemption for individual products
Bulk enable or disable exemption across multiple products
Hide the exemption form for customers in selected countries
Control availability by WordPress user role
Override role-based behavior for an individual customer
Enable or disable the second declaration pathway when it is not required
Build a declaration form that fits your store
Customize the information displayed and collected at checkout without editing template files. You can keep the form concise or enable additional fields when your process requires more detailed records.
Customize exemption names, introductory messages, field labels, and terms
Add text, text area, number, date, select, checkbox, and radio fields
Create separate additional fields for each declaration pathway
Choose whether standard fields are optional or required
Show basic fields only or enable advanced address, date, and signature fields
Collect digital or text-based signatures, or disable signatures entirely
Adjust the form background, borders, spacing, headings, labels, and error styling
Support both classic checkout and Checkout Blocks
Customers can complete the exemption declaration through the classic WooCommerce checkout or Cart and Checkout Blocks. The extension uses the same core exemption data across both checkout experiences.
Recent releases have also improved the accessibility and usability of exemption selection, conditional sections, required fields, validation messages, buttons, and signature controls.
Keep complete exemption records with each order
Declaration details are stored with the WooCommerce order, giving administrators a central record of the information supplied by the customer.
View exemption details from the WooCommerce order screen
Display declaration information in customer order views and order emails
Store digital or text-based signatures with the order
Track claims as pending, approved, expired, or rejected
Add an optional expiry date and send expiry reminders
Generate a downloadable PDF record of the completed declaration
Continue displaying supported exemption data from historical orders
Send configurable claim notifications
Keep administrators and customers informed throughout the exemption process with optional email notifications.
Notify an administrator when an exemption claim is submitted
Send status-related notifications to the customer
Customize notification subjects and message content
Insert order, customer, exemption type, and status information using placeholders
Optionally include the customer’s IP address in order emails
Monitor exemption activity with reports
Use the built-in reporting tools to understand exemption activity and prepare records for accounting, administration, or internal review.
View claim activity by day, week, or month
Compare pending, approved, expired, and rejected claims
Review geographical distribution using the order billing country
See exemption counts by product
Export claim, geographical, and product reports in CSV or PDF format
Work with modern WooCommerce stores
Compatible with High-Performance Order Storage
Supports classic checkout and Cart and Checkout Blocks
Integrates with WordPress personal data export and erasure tools
Uses consistent exemption data for new orders and supported legacy records
Provides extension points for custom code and related integrations
Use it for a range of exemption workflows
The extension can be configured for WooCommerce stores that need a customer declaration before applying zero-rate tax treatment, including:
Stores selling products that qualify for disability-related VAT relief
Charities, nonprofit organizations, and stores serving eligible charities
B2B stores working with approved tax-exempt customers or organizations
Merchants operating in VAT or GST jurisdictions with zero-rating programs
International stores that need localized tax labels and declaration wording
Stores that need an auditable exemption record connected to each order
Replace manual tax adjustments with a structured checkout declaration, consistent order records, claim management tools, and exportable reports.
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The Disability VAT Exemption extension for WooCommerce allows customers and charities to declare themselves VAT Exempt in checkout.
To configure the extension, go to: WooCommerce > Settings > Tax.
Require Disability and Charity fields? – by default the fields are optional. If this option is not checked, a customer can select the Disability VAT Exemption (or Charity VAT Exemption, if selected) checkbox and proceed with checkout, without entering a name or reason
Disability Introduction Message – adds a default disability message that automatically populates, and overwrites, the next field
Disability Message – Shown above the disability information fields on the checkout.
Show charity form? – When checked, enables Charity VAT Exemption as an additional option
Charity Introduction Message – adds a default charity message that automatically populates, and overwrites, the next field
Charity Message – Shown above the charity information fields on the checkout.
Show Advanced Fields? – When checked, ads additional fields for Disability VAT Exemption (person’s name, address, disability or chronic sickness details, signed, date) and Charity VAT Exemption (person’s name, charity VAT address, charity VAT number, charity signed, date).
Show IP address on email? – records and prints the IP address of the purchaser, in order-related emails.
Usage
Administration
To add the Disability VAT Exemption to your products, select “Disability VAT exemption” in the Product Data box under the General tab.
Prices
Prices are automatically displayed without tax if an eligible user is logged in.
Checkout Page
On checkout, a form is shown for disability reason and/or charity name and registration number, and will vary depending on the options selected in the Settings, as explained above:
Disability VAT Exemption with default fieldsDisability VAT Exemption with advanced fieldsCharity VAT Exemption with default fieldsCharity VAT Exemption with advanced fields
After inputting either a disability reason, or a charity name and number, items are taxed at your zero rate. You must have a zero-rate tax class setup in WooCommerce > Settings > Taxes for this to work.
Reasons and other input are stored in the order’s custom fields, and also shown in order emails.
Download the .zip file
Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
