EU VAT Customer Groups and Tax Classes Add-On to EU VAT for Magento

Please follow the installation routine described for EU VAT for Magento here, and use Pisc_EuvatGroups as the module name.

This Add-On allows to set the Customer Account to any Customer Group or Customer Tax Class based on the accounts default Billing Address Country and EU VAT ID status.

If a Customer Account is set to be excluded from automatic updates by the EU VAT for Magento extension, the Customer Group or Customer Tax class will not be changed by these options.

The Customer Account is being updated (except when having set the Customer Account to be excluded from EU VAT updates) by the Add-On during:

• Registration of a new Customer Account
• Login to an existing Customer Account
• Editing an existing Customer Account (Store Frontend and Administrator Backend)

In addition to the above whole Customer Groups can be excluded from update of their EU VAT status by selecting the customer groups for which customer accounts shall be excluded from the automatic EU VAT status update.

Go to System » Configuration » Sales » Tax (Magento 1.9) or Stores » Configuration » Sales » Tax (Magento 2.1) and as part of the EU VAT Calculation you will find the following additional configuration options of this Add-On:

Allows you to set the customer account to a specific Customer Group based on Billing Address Country and the VAT ID status, you may use these options also when having configured your EU VAT for Magento to use Customer Tax Classes for the EU VAT classification:

You may select multiple Billing Address Countries, when using EU Countries all EU Countries are selected:

The EU VAT ID status is selectable between from following options for the EU VAT ID present in the Billing Address or the Customer Account:

• Any - the EU VAT ID may be empty or have any value (valid or invalid EU VAT ID)
• Empty - the EU VAT ID is empty
• Valid - the EU VAT ID is present and has validated as Valid.
• Invalid - the EU VAT ID is present and has validated as Invalid.

Select the Customer Group the Customer Account shall be assigned to if the Billing Address Country and EU VAT ID status is satisfied with this assignment rule:

Use Add to add another assignment rule, all rules are always processed in order of their presence from top to bottom. A higher assignment rule is overriding the lower one.

In the same meaning as with the Customer Group Options above, the Customer Tax Class Options allow to set the Customer Tax Class based on Billing Address Country and EU VAT ID status:

To exclude all customers of one or more Customer Groups from the EU VAT status update, select the related Customer Groups where you want to have this customized behaviour:

In a customer account, in case the customer account belongs to such selected Customer Group, the EU is set to Keep current EU VAT Status and the field is set inactive as this configuration is related to the Customer Account belonging to the selected Customer Group: