Tax Exempt Customers

[KatieFitch]

My team would really appreciate the option to categorize a customer as Tax Exempt and automatically having taxes deleted from a sale when a customer in that category is added to the sale. 

Is anyone working on this? I've seen requests for this as old as 2016. 

[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.

[delmontag]

I can't believe this request for customer level tax exemption has been ignored for almost a decade. We so need this!

[Equality3d]

Please add this to the system it would be immensely helpful 

[SVLFever]

Hey @kristen , any update on the status of this?

Just wondering.

[ibullo]

Hello team,

We are selling Tesla Parts in California.
Most of our customers are resellers who hold a seller's permit, which exempts them from sales tax.

It would be great to have the possibility to mark customers as tax exempt (and store their California Resale Certificate as proof of the status). The most important feature would be to exclude sales tax from sales to such customers automatically, which will allow us to reduce human mistakes, especially when we serve returning customers.

Please let us know if there are any plans for implementing such a very useful feature?

Thank you in advance!

[Donnie-M]

@ibullo Have you used the dining option work around that removes the sales tax from a whole order?  not as perfect as customer tied parameters though.

[blackbeltbrando]

Another vote here that this is needed. It shouldn't be considered an enhancement, this is a critical product setting that is missing that impacting multiple accounts. Similarly to @LearninStuffCT, most of my invoicing is for school districts (tax exempt) but I also sell at craft shows. Having the correct accounts set to "tax exempt" is critical for me to be able to invoice correctly through Square. 

[institchesBS]

I too would like to have this feature.

I am starting to do contract work for a university, which has tax exempt status.  Any current or future work will have that same tax exemption, so it would be really useful to be able to set it up and access it easily.   I am just today researching how to set it up, and I am really surprised Square has gone this long without adding this feature.