Feature Request: Disabling Tax for Tax Exempt Customers

[ximena_diego]

[The title of this thread has been edited from the original: ax Exempt Customers]

Many of my clients are tax exempt (schools and public libraries) and I need to create estimates and invoices without sales tax. These clients buy MANY items and I can't be deleting the sales tax manually for each individual item. I need to have the customer configured as tax exempt. Shopify gives me that option. Does Square allows it too and I just can't see it?

Thanks in advance!!!

[Joe]

Hi there, @Porter4dmfd 👋 You can toggle on and off your Tax options for individual transactions on a mobile device. More on that here.

I hope that helps!

[JustinC]

@Porter4dmfd - 

We hear you and that's a feature request that's pretty popular. Right now assigning a tax exempt status to certain customers isn't available but I've merged you to a thread where we can easily update you when there's an update. Be sure to subscribe to the thread! 

[idahoclimber]

Is there a way to charge custom shipping amounts to customers without the general sales tax getting applied to the shipping charge?

I work mainly with the mobile app and have been shipping products. I have my app setup to charge our state sales tax to the total.  Can we have an option to add a custom shipping amount that wont get taxed?

[nika]

Hey @idahoclimber- Thanks for joining us in the Community!

You can follow my steps listed on the first page here. I walk through how you can remove tax from a sale. Once you've done that, you can add a custom amount to the sale and have that be your custom shipping amount. When you add it to the transaction, you can remove any taxes applied to it the same way you do in those steps listed.

Let us know if you have other questions!

[tiawinfield]

Can you please add me to this thread so if Square adds this as a feature, I will be notified?!

[ehflower]

Hello,

We sell to non profits and wholesale to tax exempt clients.  We would like to make them automatically tax exempt easier on staff (we sometimes forget to change the tax toggle).  You have been able to group clients for automatic discounts which we love, so you are close.  Thank you,

[DannyH]

@ehflower

Thanks for taking the time to post this. This is fairly popular feature request that is still being investigated so I've merged this to an existing thread so you can be notified when there's an update!

[NCTRRES]

I HAVE NOT AN OPTION WHERE I CAN REFLECT MY TAX EXEMPT SALES  ON THE SALES REPORT IS THERE A TRICK YOU CAN SUGGEST THAT HELPS TO REGISTER TAX EXEMPT SALES OR CUSTOMERS?

THANKS IN ADVANCED.

[Kassi_]

Welcome to the Community, @NCTRRES - 

Appreciate you taking the time to write in about this feature. Right now, it is an ongoing Feature Request for the Point of Sale program. 

I moved your post to the current Feature Request thread to add your voice to the request. 

Once more information becomes available, a Community Moderator will post a Product Update with more information.