Tax Examption for Retail companies

Hi Elvis,

Thank you for purchasing our plugin!

The rule configuration looks correct from your screenshot.

A few questions to help troubleshoot this:

First, could you check if you have any other plugins that handle EU VAT or tax functionality? Things like EU VAT compliance plugins, Germanized, or similar tax-related plugins could potentially conflict with B2BKing's tax rules.

Also, do you have any caching plugins active? If so, please make sure that either:
- Each logged-in user has their own unique cache
- Or caching is completely disabled for logged-in users

One other thing to check: In B2BKing → Settings → Other, please make sure the "Different delivery country" option is disabled as that complicates the setup.

If you'd like, we can also troubleshoot this directly on your site and check all configuration. For that, we'd need a backend login to the site or a staging clone site.

Kind regards,
Stefan

Hi Elvis,

Thank you for the access details,

I've checked this now - your site is using the "EU/UK VAT Validation Manager for WooCommerce" plugin. The "EU VAT Number" field you see at checkout is from that plugin, not from B2BKing.

This plugin has no connection to B2BKing, so our tax exemption rules can't work with it. I can see that the B2BKing VAT field is disabled in your settings. Additionally, for user registration you're using a custom WPForms form which also won't have the B2BKing VAT functionality.

To make this work properly, I'd need to deactivate the other VAT plugin and set everything up to be handled by B2BKing instead. This will involve quite a few changes to the VAT setup, so I wanted to get your confirmation first.

Before we proceed, I recommend making a site backup (I see you have UpdraftPlus installed which is perfect for this) in case any changes need to be reversed or adjusted.

Just to confirm I understand your desired setup correctly:
- All B2B and wholesale users EXCEPT those in the Netherlands should pay no tax
- B2B and wholesale users from the Netherlands do pay tax
- For logged-out users (where we don't know if they're B2B/B2C), we'll add a VAT number field with a validate button, and if it validates correctly, we remove VAT

Could you please confirm if you'd like me to proceed with these changes?

Kind regards,
Stefan

Hi Elvis,

Great! I've made some setup changes to get things working:

1) User Registration

You already have a registration page at https://corleonebarbersstuff.com/wholesale/ that works through WP Forms. This is fine, but it means you'll need to manually set users as B2B and save their VAT number under B2BKing if they have one: https://prnt.sc/Y-fIIM05FrU1

For testing purposes, I've also configured a standard B2BKing registration page here: https://corleonebarbersstuff.com/b2b-registration/

Users registered through this page will show up with approve/reject buttons on their user profile: https://www.loom.com/i/92af15b0f5644b28af82c5a3ecf2759e

2) VAT Configuration

I've made some configuration changes and I believe the VAT is now working as expected: https://www.loom.com/share/78acbf6fe29a46399f69f18aeb7924e4

3) VAT on Invoices

The VAT number should now be added to invoices based on what the customer enters in the VAT field at checkout: https://www.loom.com/i/ef1604394661485a8bf02461f0dd02bb

It's set up so only B2B users will see that VAT field at checkout.

Please take a look at everything and let me know if you need any adjustments or if you notice anything that's not working as expected - I'll be happy to make any changes needed!

Kind regards,
Stefan