Customer Tax Exempt Automation at the Customer Level

[Flowerman]

The ability to have all "Tax Exempt" Customers automatically not charged Sales Tax at the Customer level and not the Item Level. By current tax LAW there are items that are taxable while the customer is tax exempt on the sale. While Square allows you to add a tax exempt status by adding their Tax Exempt ID number in the customer setup, it fails hugely in the execution of the sale. From not removing the sales tax to also not reporting it without the ability to classify Taxable verses Non taxable Sales. For this reason alone they will be never beat out their competitors for accurate reporting and handling of Non-Taxable Sales.  

I've seen this issue posted for several years, with no updates to the software as of today 05/08/2023. Please listen to your customers and make this simple change without sending it over and over again to Feature Requests. If they can't handle it, hire a new team who can. 

[homeprogreen]

@SVLFever the tax report shows you how much in taxable and non taxable sales were made

[SVLFever]

@homeprogreen , unless you can show me otherwise, it's not possible to see a report that indicates the amount of taxable and non-taxable sales, by item, by day.  I can see taxable and non-taxable sales by day, but not by item.

Am I wrong somehow?  If so, please show me how, as I can't find a way.

[homeprogreen]

@SVLFever correct you can’t see taxable and non taxable sales by item. The report only gives you the total taxable and non taxable sales. You can set it for whatever time frame you want though. I normally use monthly. In my defense you didn’t say that you wanted it by item, just that you wanted a report that shows taxable and non taxable sales 

[SVLFever]

@homeprogreen , thanks for confirming.  I'm happy to know that I'm not blind to where this was.   Operationally we have some transactions that include items that have two different tax rates assigned to them, and I need to know how much of each item type (F&B) is purchased in these transactions so I can attest to the difference in taxes.  This is why I need to be able to select by item "type" to be able to see the amount of each non-taxable sales, hence my request.

[homeprogreen]

@SVLFever ok that’s a different situation. I also have some items that have 2 different taxes applied to them when sold. Very simple workaround if all you need is the total amount in sales of those items. What I did was create a separate tax and set it to only apply to those items. So here everything is subject to sales tax of 8.75% except food items. Then I have certain items that are also subject to another retail tax of 12.75%. I set up the 12.75% CeCET tax as a separate sales tax. Set it so it only applies to those items and it’s automatically charged at time of sale. At that point the tax report gives you both taxes as separate line items on the report. Now it still doesn’t give you the item breakdown but here in California they only require me to give them the sales total for the reporting period. One thing to keep in mind if you try doing it this way is that when you create a new item it automatically sets both taxes on new items so during item creation you have to remember to uncheck the extra one

[JTPets]

I would like to tie this into my request to support Native Tax Exemption here in Ontario with something like this - Record their tax id card into their customer profile and have their orders ring up under the correct PST exemption.

[HawkFarms]

Is there a way to do tax exempt by customer?

If I set up a customer or if a customer sets up an account on my commerce website, can I mark that account tax exempt? I have tax exempt customers that I would like to purchase through my website because it seems to be more secure than an invoice when taking a card payment. If they are tax exempt, how do they purchase off my website? 

[SVLFever]

Hello @HawkFarms !

Currently this is NOT possible, but an enhancement to the program that is being considered.  I'm certain the team will add your comment above to the list of those that would like to see this feature.