Tax-Exempt Customer Profiles

[sacredheart926]

I would love a way to mark a customer as tax-exempt in their Square customer profile. Many of my customers are churches, and having to remember to remove sales tax manually each time they make a purchase adds an extra step at checkout.

Ideally, Square would let us save a customer’s tax-exempt status and exemption certificate in their profile. When that customer is added to a sale or invoice, Square would automatically apply the exemption and show it clearly on the receipt. It would also be helpful to track certificate expiration dates and update the documentation when needed.

This would make checkout faster and help businesses keep their tax-exempt records organized.

[IndoorFins]

I kudoed this but yes! 

I've run into issues if I need to refund/exchange an Item and forget to uncheck sales tax for the second round. 

Being able to categorize a customer as tax-exempt would help reduce errors. 

I get a lot of colleges with tax exempt status. 

[TCSlaguna]

Love the idea. +1 to this. 

[Teletec]

We have status cards for Native Canadians. They are tax exempt for Food but not for alcohol. Need a way for this as well

[mlaszuk]

Until Square adds this, a few things keep an auditor happy:

1. Keep the certificate itself, not just the "exempt" flag. In an audit, the state asks for the certificate behind each tax-free sale. A copy in the customer's notes or a shared folder, named by customer, does the job.
2. Write the expiry date next to it. Some states' exemption certificates for nonprofits and churches expire, and some don't. Check your state's rule once, then set a calendar reminder a month ahead.
3. Check it's the right form for your state and that it's filled in and signed. An incomplete certificate is treated much like no certificate.