Retail POS: Receipt Options - Tax Exempt

Retail POS: Receipt Options - Tax Exempt


Change a Receipt to Become Tax Exempt

  1. Tap on the Option  button, then on the Receipt Option pop-up select the Tax Exempt option.


  2. On the Tax Exempt pop-up that appears: select the Tax Exempt option.


  3. The message 'Tax Exempt Removed Successfully' appears and the Receipt will be exempted from Tax in POS.


  1. Note: Only Employees with the proper Role and Permission settings have access to apply Tax Exempt.
​

Require Tax ID on Exempt Transaction

Back Office

Navigation: Log into Back Office, then select Stores > Settings > General Settings

For the Require Tax ID on Exempt Transaction toggle:
  1. If the toggle is enabled (Yes), the system will prompt a Tax Exempt ID box to perform a tax exemption.
  2. If the toggle is disabled (No), it will not prompt.

POS

If you select the Tax Exempt from the Receipt Option screen:


Tax Exempt Reference ID Toggle - ENABLED

  1. If the Require Tax ID on Exempt Transaction option is enabled (set as YES), then when selecting the Tax Exempt option, the Reason(s) created in BO will be displayed.


  2. After selecting a Reason: a pop-up for entering the Tax-Exempt ID will appear, with Cancel and OK options.


  3. After providing the Tax-Exempt ID and selecting OK, the pop-up will be closed and the respective Receipt will be exempted from Tax.
    1. Upon clicking Cancel, the pop-up will be closed.



Tax Exempt Reference ID Toggle - DISABLED

When the Tax Exempt Reference ID toggle is disabled (No), the Tax Exempt ID pop-up won't appear in POS. 

    • Related Articles

    • Retail POS: Membership Payments

      Membership gives the ability to organize Customers into Loyal Customers. By using Membership Account, you will be able to organize and apply Tax exemptions to Members of the group, maintain the account balance, and issue allowances. Membership ...

    • Retail POS: MPPG Payments

      Configuration in Admin Select Account > Stores, then select the Store for which the respective Payment needs to be enabled. Under the Store Settings section, enable the MPPG toggle. When you enable the MPPG credit card toggle, the MPPG details appear ...

    • POS: Check Options - Tax Exempt

      To change a Check to become Tax Exempt: Tap on the Option button, then on the Check Options pop-up select the Tax Exempt option. After tapping the Tax Exempt option, the respective Check will be exempted from Tax. Note: Only Employees with the proper ...

    • Retail POS: Exclude Receipt Tax

      Back Office Category Navigation: Log into the Back Office for your Store, then select Products and Items > Category When creating or updating a Category: under Visibility, the Exclude Receipt Tax toggle appears: Tool Tip: 'Receipt Tax will not be ...

    • Retail Back Office: User Management - Roles

      Navigation: Sign into the Back Office for your Retail Store, then select User Management > Roles The Roles page appears, which displays a table of the currently existing Roles within this Retail Store, with the following columns: Create a New Role or ...