How to Tax Exemption on an Order in POS
What This Means
In certain situations, a customer or a specific order may qualify for a tax exemption (such as non-profit organizations, government entities, or tax-free shopping events).
Applying a tax exemption ensures that the system automatically recalculates the order total by removing all applicable sales tax, keeping your financial records accurate and ensuring the customer is billed correctly.
How to fix it:
Follow these simple steps on your POS screen to remove the tax:
1. Prepare the Order
- Open the active order or ticket on your POS screen.
- Make sure all the items the customer wants to buy have already been added to the ticket. Note: You must add the items first so the system knows what tax to remove!
2. Open the Ticket Menu
- Look at the top or side of your screen where the ticket details are listed.
- Tap the three-dot menu icon (ellipse) located right next to the ticket options.
3. Apply the Tax Exemption
- A dropdown menu will appear on your screen.
- Tap on the option that says Tax Exemption.
- The system will automatically remove the sales tax from the order.
4. Double-Check the Total
- Look down at the order summary at the very bottom of your screen.
- Verify that the Tax line now reads $0.00.
- Confirm that the Total amount has dropped and is now cheaper by the amount of the removed tax.
5. Complete the Sale
- Once everything looks correct, tap the Pay button to take the customer's payment and finish the transaction as usual.
Important Reminder: You must apply the tax exemption before the customer pays. If you accidentally complete the sale with tax included, you will need to void the transaction or issue a refund and start over to fix it.
Still Need Help?
If the issue persists after following the steps above:
- Contact your manager
- Reach out to the support team for further assistance