thread Tax exempt customers (i.e. schools w repeat business) in Orders, Menu Items, Catalog & Fulfilment

Tax exempt customers (i.e. schools w repeat business)

Stella — Sat, 20 Sep 2025 15:16:24 GMT

We are doing a decent amount of catering with local schools. Many of the schools are repeat customers and we are invoicing them each time catering is delivered. Does Square have a way to mark a particular customer as tax exempt so that every transaction automatically takes the tax off of each item. Doing this manually creates a lot of opportunities for mistakes, especially when you have to remove the tax from each individual item every single time rather than the invoice as a whole. There has to be a better way to do this.

Re: Tax exempt customers (i.e. schools w repeat business)

kellyj — Thu, 25 Jul 2019 16:22:29 GMT

@Stella

This is definitely a Feature Request we see from time to time, and something we're happy to continue to iterate to our Product Team. Many Sellers would find it convenient and time-saving to be able to have a specific rule applied to a Customer's profile.

If you are using Invoices, it may be that duplicating previously used Invoices for that customer and edit them before sending as a work around.

You can also set up recurring invoices if you know these are consistent orders, and that will help control the chance of error.

Re: Tax exempt customers (i.e. schools w repeat business)

Corkscrewnative — Fri, 02 Jun 2023 12:54:46 GMT

Looks like this was discussed almost 4 years ago. Any update on this being implemented?