User Documentation

What Store Staff Can Do

1. Go to WooCommerce > Tax Certificate Vault.
2. Turn submissions on or off.
3. Choose how approved exemptions apply at checkout.
4. Review expiring and recently expired certificates.
5. Approve, reject, revoke, or expire a certificate.
6. Download the uploaded file.
7. Export reviewed records as CSV.

What Customers Can Do

1. Open My Account > Tax Certificates.
2. Review current certificate status and expiry date.
3. Download the currently stored file.
4. Submit a new or replacement certificate when allowed.

Submission Rules

• User must be logged in.
• User role must match one of the allowed roles from settings.
• Submissions must be enabled.
• A second submission is blocked while the latest certificate is still pending.
• Uploads accept pdf, jpg, jpeg, and png.
• Upload size follows WordPress max upload size and the plugin max_upload_mb setting.

Checkout Behavior

• Automatic for approved customer: approved customers become tax-exempt automatically.
• Checkout checkbox: approved customers choose per order.
• Admin-only / manual: plugin never auto-applies exemption during checkout.

Status Meaning

Known Limits

• Plugin does not validate whether a certificate is legally sufficient for a specific jurisdiction.
• Reminder emails reuse the same approved-status notice text rather than a dedicated reminder template.
• Data retention after uninstall is not defined in code.