Removing Tax When Ordering

Sometimes you need to remove tax from an order. This could be for a tax-exempt customer, a special promotion, or another valid reason.

Step-by-Step Guide

1. Open the sidebar menu.
2. Select Register under the POS section.
3. Add items to the order as usual.
4. Remove the tax:
   • Per item -- Select the item you want to modify, find the tax section, and check Exclude Tax to remove tax for that item.
   • Entire order -- Go to Summary, click the Menu button below, and select Remove Tax to remove tax from the whole order.
5. Review the order summary to confirm the tax has been removed.
6. Complete the sale. The receipt will reflect the updated tax amount.

Tips

• Some stores require manager approval to remove tax. If you do not see the option, check with your admin.
• Use the notes field to record why you removed tax (for example, a tax-exempt customer or charity event).
• Only remove tax when your local laws or store policy allow it.
• Always review the final total before completing the order.

Best Practices

• Train staff on when it is appropriate to remove tax.
• Keep records of tax-exempt sales for reporting and compliance.
• Review your tax settings regularly to match current regulations.