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. 

[LearninStuffCT]

being able to just click a Tax Exempt button or something similar would be SO HELPFUL.  The bulk of my business is through school PTAs/PTOs or Church groups or Scout groups, etc.  I would love to be able to invoice them through square without having to go to each individual item and turn off the tax and then go back and turn it back on.  

With an inventory of over 500 items, it's burdensome to do this individually, so I typically don't invoice throught Square, instead creating invoices in excel.  But, when I do craft/vendor fairs or birthday parties, etc., it's easy to use Square's invoicing.  Having invoicing from more than one platform is arduous at tax time and I wish Square would make this easier by inputting a tax exempt/no tax button at checkout and in invoicing.  Thank you.

[JT_at_OT]

Ditto - Ditto - Ditto. As a software engineer, I just don't understand what's so hard about putting a flag on the customer record labeled "tax exempt," and when that is selected for a given transaction, the application knows not to charge tax. It's kind of a no-brainer to me. 🤔

[Minion]

Just popping in here myself to say how useful this would be.and echoing the rest of the sellers in this grouple.  I deal with my fair share of agriculture people along with six different auto dealerships who are all tax exempt.  

Is It hard to uncheck the box or sales tax, no., but sometimes when doing multiple invoices at once, with different services and items it gets overlooked.  Once we realize it usually from the customer we have to hen go back, edit re send it.  

[kristen]

👋 Hello there @Minion, @JT_at_OT, and other posters! I saw the status of this request was marked as not currently planned, but it's been a while since that update so I am changing the status back to open so other folks can vote and comment. I will see what kind of update or news I can get from the Product team and when I get it, I'll share that here. Thank you so much for submitting your idea here in the community!

️ Kristen
Square Community Manager
Product Engagement

[Donnie-M]

Yes, it is a pain to edit taxes on a created invoice, especially with a bunch of items.

[WoodCandleCo]

+30,000 up votes for this!

The lack of sales tax exemption at the customer level is absolutely wild. It has made me consider not running invoices through square because its just a pain. I wish Square was better suited for wholesale purchases.

[bagelboss]

@kristen My restaurant gets a lot of orders from the tax-exempt major state university 2 blocks away. Due to this tax exemption issue, we tend to invoice those orders outside of Square entirely.

Having an automation in place that would allow them to place their tax-exempt orders both in-store at our POS & via our Online store would mean Square can then capture credit card fees on these transactions that aren't feasible otherwise. Toggling off sales tax at the transaction level is not a real "solution" and is not possible (AFAIK) through the Online store. Tax exempt customer records would be a tremendous help in streamlining our business.

[Minion]

I used to the same thing and send invoices outside of Square.  @WoodCandleCo  @bagelboss .Don't forget to give a kudo to the original post to draw attention  Hopefully we can get this implemented!

[WoodCandleCo]

@Minion Done! Thanks for the note on that...didn't even think about it on this one.

[bagelboss]

@Minion kudos