thread Re: tax exempt customers when ordering online? in Online Store

Identify Tax Exempt customers for Square Online Orders

wiseanttech_m — Thu, 13 Feb 2025 22:22:23 GMT

The title of this thread has been edited by a Square Moderator from the original: tax exempt customers when ordering online?

is there a way for tax exempt customers to add their tax exempt status when ordering online?

tax exempt ONLINE ORDERING

wiseanttech_m — Thu, 23 Jan 2025 21:36:00 GMT

is there a way for tax exempt customers to add their tax exempt status when ordering online?

Re: tax exempt ONLINE ORDERING

Sineaid — Wed, 29 Jan 2025 09:01:35 GMT

Hi @wiseanttech_m,

Thanks for querying this with the Community, and apologies for the delay in getting back to you.

Unfortunately at this time, there is no way for an individual buyer to add their tax exempt status when placing an order through Square Online. I can see that this has been discussed, and raised as a feature request in the past, in relation to Point of Sale transactions. However, as your query relates to Online sales specifically, I’d recommend filing a feature request on our Ideate Board, rather than just lending your support to the existing request.

If you do submit a feature request, I’d encourage you to add as much detail as possible to demonstrate the use case, and highlight the impact that this limitation currently has on your business.

Re: tax exempt customers when ordering online?

_Violet — Thu, 13 Feb 2025 22:21:02 GMT

Hi @wiseanttech_m - Thanks for your post.

Unfortunately, there isn't a direct way to do this within the settings currently available in Square Online. You could create a modifier for your items for Tax Exempt Status, to allow your customers to let you know whether or not they are tax exempt, but this would not automatically "remove" the tax from their Online purchase. You could then manually refund the customer the amount of the tax for their purchase to get that money back to them.

Would it make more sense to Invoice your tax exempt customers?

If you could provide more context about your business and set up, we could make some additional suggestions 🙂

I'll keep an eye out for your reply!

Re: tax exempt customers when ordering online?

jackmastercraft — Thu, 27 Mar 2025 22:14:09 GMT

We have two websites set up. One for retail and one (password protected) for tax exempt customers and the entire website is tax exempt. We hate having to do that do to inventory purposes, but we have been asking square to fix this for 5 years and still no fix. So frustrating especially since we have over 100,000 items.

Re: Identify Tax Exempt customers for Square Online Orders

marym1 — Mon, 22 Sep 2025 19:11:13 GMT

I agree it is frustrating not to have a tax exempt option for online purchases. I'm not always available to take orders over the phone and that is currently the only way a customer can have the tax removed from their order. It would be so helpful for them to be able to order online and use a coupon code or some other way to receive tax exemption. Or make this as an option in customer accounts so tax is removed automatically.

Re: tax exempt customers when ordering online?

AB-CF — Fri, 07 Nov 2025 17:12:36 GMT

Would you mind sharing how you accomplished this? Did you have to duplicate all of your products and make them non-taxable for the password protected site or was there a setting that you were able to use for that site?
Thanks so much for your feedback!

Re: tax exempt customers when ordering online?

jackmastercraft — Thu, 05 Feb 2026 19:08:54 GMT

Sorry, I just saw this. I have two products of the same items. I have an asterick (*) in front of the tax exempt items. All the items on the wholesale website has an asterick in front for them to tell the difference. We can only keep inventory on the retail side though. We tell our wholesale customers to cross check the websites to see if we have them in stock so they do not purchase and then we have to refund. In turn, it costs us since we do not get our transaction fees back if they purchase an item that we have out of stock.