How can I manage tax exempt purchases or set up a customer as tax exempt?

ERM_TS · ‎06-23-2016

We have tax (7%) set up as default for every non-food item in our store. Recently, we had someone bring in a Tax Exempt Certificate. Is there a simple way to turn the tax off for an entire order? The poor cashier had to disable the tax for each item one at a time.

We currently have the settings button (the three lines in the bottom left corner) locked down because many of our cashiers are volunteers and we would prefer to not allow access to any of these settings. Only the manager can bypass this security measure, but the manager is not always close by.

DELSNantuckets · ‎08-31-2021

We also have a lot of tax exempt customers and I came looking to the boards for a fix for this. It would be really handy to have something to mark the customer themselves as tax exempt and/or a space to put their tax ID numbers or information. Disappointed in Square that this is not an option.

frances_a · ‎09-01-2021

Hi @DELSNantuckets and welcome to our Seller Community, we're thrilled to have you here.

This is great feedback! I will make sure to pass it on so we can look into adding this feature.

In the meantime, you can always add the Tax Exempt ID in the notes section and create a Customer Group to make it easier to identify Tax Exempt customers.

Hope this helps!

See you soon.

ehflower · ‎09-07-2021

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DELSNantuckets · ‎09-08-2021

Thanks for this! Unfortunately we do not have those fields, unless they are custom, which we can then create them. Having the information in there is one thing, actually having the system NOT charge them tax automatically is another.

ehflower · ‎09-24-2021

Hi Sammy... i have figured out a work around because I have clients that get an automatic 20% off. I have created a custom field with a toggle to note that client and then in groups I also made a similar name to group them. so landscapers go in landscaper toggle custom field and group custom field. In discounts I created a 20% off named landscaper and then I also applied it

Screenshot 2021-09-24 12.07.39.png

i am not sure why they can't do this with tax exempt. (currently I have created a toggle for taxempt and have been organizing clients that way and collecting their tax exempt text and numbers

Screenshot 2021-09-24 12.11.27.png

very much looking forward to a fix

teachbox · ‎10-17-2021

I just wanted to add my voice to this thread that this is a much needed feature in Square. Thanks to everyone for the work arounds!

lsa1 · ‎02-17-2022

My company would also really appreciate a tax exempt function per customer

WashTek · ‎06-24-2022

We also need this feature!!!! We are starting to deal with many government agencies and they are all tax-exempt. This is causing real issues as we sometimes have folks on the register that are not always on the register. It is hard to believe this is something that has been asked for since 2016.

PLEASE PLEASE PLEASE DO SOMETHING ABOUT THIS!

JJ_ · ‎06-25-2022

Hey there @WashTek I believe the next step here would be to submit a Feature Request here. This will help our product team get visibility and track other Sellers with similar interest in your request.

Important: When submitting a request, make sure to include the desired feature, and provide the details of how this feature will help your business succeed (how would you use it and what you expect from it).

When you are done creating your request posting it here will allow other Sellers in this thread to vote for it so it gets seen by our product team.

autoparts · ‎07-11-2022

Considering that this issue hasn't been resolved by the Square team, I wanted to post this URL at the top of this one:

https://www.sellercommunity.com/t5/Square-Point-of-Sale-app/Manage-tax-exempt-clients-with-daily-rep...

This URL is to the OFFICIAL feature request section of the forums - if you want to help get this issue in front of the team that can actually do something about it, please visit the link and voice your support.