Server Handbook: Applying Tax Exemptions

Many locations offer or are required to grant tax exemptions to certain customers. Tax exempt status can be applied on a per order basis from the Check Out screen.

Note: The ability to apply tax exemption must be enabled in the Admin Control Panel before the function will appear in the app. As is the case with many functions affecting the balance due for an order, tax exemptions are subject to Access Level restriction.

By default, this feature will include a generic exemption for which a reason can be entered at the time it is applied. In the event of a specific, recurring tax exemption (e.g. a customer from a tax exempt organization like a religious group or diplomatic post), individual exemptions may also be configured in the Control Panel.

 

APPLYING TAX EXEMPTION

1. Take the order to the Check Out screen.

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2. Tap the Checkout Hamburger menu button IMG_0217.PNG

 

3. Select "Functions"

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4. Select "Checkout Functions"

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5. Select “Tax Exempt”. IMG_0220.PNG

 

4. Choose a preset Tax Exemption OR tap “Other” to enter a custom exemption reason.

Preset Exemption

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Other - Custom Exemption

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The applied exemption will replace the tax rate line on the order pad.

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