thread Re: Has anyone had problems with a tax exemption rule not working recently in Payments Troubleshooting

Has anyone had problems with a tax exemption rule not working recently

Mitch6 — Sat, 20 Sep 2025 18:44:04 GMT

The tax exemption rules that I set up for certain items/categories have been working fine for several years but recently I have had a few items that met the criteria of a rule but still rang up on my POS register with taxes. Anyone encounter this issue recently?

Re: Has anyone had problems with a tax exemption rule not working recently

SVLFever — Sun, 30 Mar 2025 19:30:09 GMT

Hi @Mitch6 ,

I have NOT seen this issue, and I'm running Square for Retail and Restaurant. In order to trouble shoot, I'm wondering;

Can you export the affected price keys and verify in XLS that the tax column is set to "N"?
Can you share some screen shots of the item key setup?

Very strange.

Re: Has anyone had problems with a tax exemption rule not working recently

Mitch6 — Tue, 01 Apr 2025 01:58:46 GMT

I am strictly retail. I scan a barcode or type in a product name to ring it up on my POS. I don't know what you mean by price key. My system is set up to charge sales tax on all items by default so if I export my item library all items are set to "Y" in the taxes column. In the system settings there is a means to create rules to exclude sales tax on certain items or categories of items within a certain price range. These rules were/are intended to override the default tax setting at checkout.