Planning to set up tax rates or extend the application of the same to hide or exclude calculations depending upon the user role?
In this tutorial, we are going to use the elex Catalog Mode Wholesale Pricing Role-Based Plugin. You may purchase the plugin by visiting the official site here. Click Here.
The elex Catalog Mode Wholesale Pricing Role-Based Plugin is one of the popularly used tax plugins for WooCommerce. It undertakes the user role as one of the parameters when setting up taxes in the WooCommerce store. Also, the plugin allows you to make changes to four important tax settings in the WooCommerce store:
Not sure how to edit or modify them? This article will help you understand how to change the above to improve your store functionality.
Once you have the plugin downloaded within the store, install and activate the same. Move to the WooCommerce admin dashboard and then click on settings. Here, click on taxes. Under the section that says prices entered with tax, select on the radio button that is to enter the prices exclusive of taxes.
Now that we have selected the option, the next thing to do is set the above to function effectively in the store. To do so, we would need to create a new tax class and configure the same.
Move down the page and click on save settings. Once done, you will see a new link at the top of the page with the name of the tax class that you just created.
The next thing that we need to do is configure the tax class to act accordingly. Click on the link that appeared at the top. Since this is a new class, you will not have any rows within the page. Click on the add row to get started.
Make sure you click on save changes to reflect the same within the store.
Now that we know how to create a tax class and configure the same to set rates, the next thing to do is to set the option based on the user role. Assuming that you already have the plugin downloaded and installed within your WooCommerce store, move to the tax settings option in the plugin. Click on WooCommerce -> Pricing and Discount tab.
Now move down to the Tax options settings.
As you can see from the above image, the table has three major columns.
Let’s run down an example to understand how to set tax rates depending upon the user role. Here, we take that for the wholesaler, the tax class should be MyTaxClass and the tax type must show the price excluding tax in the shop.
We already have the MyTaxClass tax class created. To set this for the wholesaler. Move to the tax setting option of the plugin.
Using this quick tutorial, you must have learned how to set up taxes for your WooCommerce store, how to exclude or hide it from the tax calculation as per user roles. If confused, it is any day better to hire WooCommerce support professionals to do the job. Alternatively, you may tell us your concern in the comment box below.