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.


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.