How to Apply Tax Exemption to an Order
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.
Under a Manager profile, open the Order that needs the tax exemption applied and then go to the Check screen.
On the bottom of the check, swipe from right to left
Enter the Tax exempt certificate code (this field is for reference only) and any relevant comments
Select the tax type to be excluded and then select OK
The tax line of the check will now display the exemption and the balance will be updated accordingly
