Hi @RoadHazard. No ridicule here. This is one of the least intuitive things I’ve ever seen, and I’m 62 years old! LOL. What I’m going to give you is a work-around. Here’s what you do:
Go into your dashboard Sales Tax settings. Choose the tax in question and edit it. Go down to the “Exempt tax” section and toggle on “Add exemption rule.”
- Give the exemption rule a name and choose applicable location(s).
- Then select the option that says “If item price is below amount”
- Key in a ridiculously high item amount, like $100,000.00
- Now, in the Items, click the blue text “No items.”
- This brings up the Select Items window. If you look at the line above the header, you’ll see a line that says “Categories.” Click on the blue “>” to expand that. Select the category you want to exempt and then press Done.
- Save it and that’s it. You should now automatically see tax exempt sales for those items. Note that you might need to close all POS and restart them to force this change to load immediately.
Why is it this hard? I wish I knew, but at least my work-around works. I hope that does what you want it to do.
Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)
Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
