Please for the love of God, add a line in the customer info for saving a tax exemption # and/or add an option to make a customer tax exempt, at the very least add it for invoicing.
I know I can turn off and remove taxes from a transaction but it would be great for my wholesale customers that do not pay taxes to have them in a list (Wholesale) that does not have Taxes applied. I can add lines for their profile that holds their Wholesale account which can be shown if questioned but there is no reason why there is not a toggle switch we can turn off Tax for certain customers.
This is such a no brainer! We need to mark customers as tax exempt - ideally with a reason (educational institution, religious institution, sale to retailer, etc.)
I appreciate you reaching out with this feedback and understand how important it is to add tax exemption to customer information. Thank you so much for submitting this Feature Request! I've updated it to the "Open" status. This step in the Feature Request process will be a time in which other sellers can add their use cases to your idea to make it stronger and demonstrate further how much it is needed. Later on, we'll re-visit the most popular feature requests in the "Open for Votes" status and bring them to product teams.
To other sellers who see this feature, please “like” the post and reply with a use case that your business would have. This will help to signal that this feature request is even more important to address.
This would be so incredibly helpful at tax time so I don't have to go through my notes elsewhere about why certain purchases were tax exempt. This should absolutely be a feature Square offers.