Why is there no tax-exempt checkbox on the register?
How tax exemption works now: attach a reseller customer to the sale.
Tax exemption now comes from the customer, not a checkbox: attach a customer who is set up as a reseller and the sale becomes tax-exempt automatically.
Who this is for: Cashiers using the register (Sales > Register), and admins who set up reseller customers.
How it works now
The "Tax Exempt?" checkbox and the "Tax Exemption" button were removed from the register.
- Attach a customer who is set up as a reseller.
- TAX drops to $0.00, the customer button shows TAX EXEMPT next to their name, and you'll see "Tax exemption applied - Jane Smith".
- Remove the customer and tax is charged again on the next refresh.
There is no manual override, in either direction.
Make a customer tax-exempt
You can't do it from the register.
- Go to Sales > Customers.
- Find the customer and click View.
- On the Details tab, click Edit, tick Reseller (buys for resale) in the Reseller & ID section and fill in their details. See How do I make a customer tax exempt (reseller)?.
Once they are a reseller, every sale you attach them to is exempt automatically.
Why the checkbox went away
- It could disagree with what the sale charged. The box was a browser setting; the tax was worked out on the server.
- It carried over between sales. An exemption switched on for one sale could stay on for the next. Now exemption is worked out fresh from the customer on every sale, and a sale with no customer is never exempt.
What is not affected
Individual products can still be marked tax-exempt in inventory, and those lines carry no tax regardless of the customer. Layaway lines, rent payments and gift card sales are always tax-free.
Troubleshooting
| Symptom | Cause |
|---|---|
| Tax still charged with a customer attached | The customer isn't flagged as a reseller |
| TAX EXEMPT shows but tax is still on one line | That line has its own custom tax rate |
| Exemption vanished mid-sale | The customer was removed, or Clear All was pressed |
