Overview and Steps
Follow these steps to apply a tax exemption to an order:
⚠️ Only a Manager has the ability to apply a tax exemption.
Important: When a tax exemption is applied to a check, it will remove taxes from all checks within the order.
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Under a Manager profile, open the Order that needs the tax exemption applied and then go to the Check screen.
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On the bottom of the check, swipe from right to left
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Enter the Tax exempt certificate code (this field is for reference only) and any relevant comments
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Select the tax type to be excluded and then select OK
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The tax line of the check will now display the exemption and the balance will be updated accordingly
