Tax Exempt Orders

For information on how to add the Tax exempt item button to the register, see Custom Buttons.

To remove taxes from a specific item in an order, do the following:

1. In the Register tab, add a taxable item to the order.
2. Tap the item, and then tap the Tax exempt item.
   
   
   • Note: The tax exempt status will affect the line selected, so if there are 10 items in a single line, all 10 will be tax exempt.
3. In the window that appears, tap Apply.
   
   1. To remove taxes from multiple items at once, tap Apply Multiple, and select the items that should be tax exempt from the order list. Then, tap Multiple tax exempt.
      
      
   • Note: When items that are already tax exempt are selected, the Tax exempt item button will change to Undo tax exempt item.
     
4. Tap the Pay tab. The Order Preview window will show that taxes are removed.
   

On the receipt, an E will be next to each item that is exempt, and if all items’ taxes are removed, the order will be consider tax exempt.

To set a customer/company’s profile to tax exempt., and thus remove taxes from further transactions, do the following:

1. From Home, tap Customers and then Customer Details.
   
   
   • Note: If the customer already exists in the system, go to Customer List and select them from the list.
     
2. In the Details tab, fill in all items with a red asterisk (*), any other applicable information, and the Tax ID. Make sure that the Tax Exempt toggle is enabled.
   
3. Tap Save.
4. From the Register screen, tap the Order Details tab and then tap the magnifying glass icon to add a customer to the order.
   

When orders are complete with the selected customer, all taxes will be removed and the bottom of the receipt will be marked TAX EXEMPT ORDER.

To generate a sales report with all general tax exempt data, do the following:

1. From Home, tap Reports and then Sales.
   
2. Tap Taxes.
   
3. The general data for exempt transactions will appear in the Exempt column, and can be exported via Excel, PDF, or Word.