Tax Exemption On Out Of State Customers

WCR — Sat, 20 Sep 2025 07:26:48 GMT

We have used PayPal for our payments for 20+ years and have finally decided to get off the platform due to a number of reasons. I have our site setup through Woocommerce and THINK we are all good on that front. I do use virtual terminal for some transactions, I have setup our taxes here in the state of California but it seems to apply them to ALL orders!? I am not seeing any way to exempt all out of state orders?? How is this not possible on a platform in 2024? Amazon, Walmart, eBay, PayPal etc all have this feature...

Someone tell me I've missed something somewhere on this platform to make this so.

Re: Tax Exemption On Out Of State Customers

Candlestore — Wed, 14 Aug 2024 01:44:46 GMT

@WCR ;

I am not sure how you have things setup with your taxes (right or wrong). Square is set up for the POS and Vertial Terminals as an In person credit card processor mainly. This might be why your out of state customers are being taxed.

There are ways around this:

On my Ipad Stands for Square for Retail there is a Instore wording in Blue, If I tap that I will get other options like Delivery, Ship to, Pick Up etc. when you choose Ship to and fill in the customers address I believe Square adjusts the sales tax by the address. I ran into this because I was shipping in State, but was showing Regional taxes. So what happened was my state got the entire amount and then forwarded the regional tax to that county, city, municipality. That was when I tapped the Ship to button.

The other way I have done this if I know I have the customer in my shipping software, and am lazy not wanting to look them up in Square, I just slide the sales tax off and then in my shipping software for memo I type in the 4 digit #tY4p from the receipt for example.

But if you want this all done in square select the way the customer is getting the item after you add the first item to the cart. Then it is all shown and accounted for in Square, and you can even enter the tracking number to this order.

thread Re: Tax Exemption On Out Of State Customers in Payments Troubleshooting

Tax Exemption On Out Of State Customers

Re: Tax Exemption On Out Of State Customers