How to Mark a Transaction as Tax Exempt on the POS

If a customer is tax exempt, the POS should automatically remove tax when they are added to the transaction (if their profile is marked as tax exempt).

If tax is not removed automatically:

Step 1: Ensure the customer has been added to the transaction.

Step 2: Press the "Tax Exempt" button in the Actions section.

Step 3: Verify that the tax calculation drops to zero and the "Tax Exempt" checkbox at the bottom of the screen is checked.

Note: For automatic tax exemption, the customer must be marked as "tax exempt" in their customer profile (see the Customers page).