Zamp for WooCommerce: Exempting Orders and Sales Tax Only Refunds

A common business transaction involves:

  • A customer placing an order and paying sales tax
  • A customer contacting the seller, advising that they are sales-tax exempt (for example, they have a reseller certificate)
  • The seller needs to refund the customer sales tax collected and keep record that the sale was tax-exempt

Zamp Tax for WooCommerce handles this natively within WooCommerce by adding a button on your order interface:



Using "Exempt Order & Customer"

  1. Ensure you are on the correct order you intend to flag as exempt.
  2. Click "Exempt Order & Customer".
  3. This will perform the following:
    1. Produce a full refund record in Zamp only, with the date the button was clicked
    2. Produce a new transaction record in Zamp indicating the sale as exempt
    3. Mark the customer record as exempt in WooCommerce
  4. You'll get a notice in the "Zamp Tax Exemption" box that the order was marked as exempt and the date of which it was flagged, in addition to a note produced for the order's record:

  5. You must proceed to use WooCommerce's native "Refund" feature to refund the sales tax fee item.

What does this do to my sales tax liability?

Glad you asked! Essentially, you'll receive a credit to your current period's sales tax filing for the amount of sales tax refunded to the customer. This ensures you are properly credited for the sales tax you've refunded to a customer, regardless of when the sale occurred.


By introducing this feature, we provide you with an easy way of not having to worry about the tax record, or whether or not this customer will have sales tax charged to them in the future.