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. 

[#2]

👋 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

[Minion]

Awesome. Yeah i' pretty sure replies don't mean as much as the old thumbs up on the the OP  Thanks @bagelboss @WoodCandleCo 

[DeanSleeper]

We need to be able to classify customers as taxable/untaxable. We have wholesale and farmer customers who do not pay tax. To work around this I have to duplicate my entire item catalog which also makes inventory tracking a nightmare.

[WBDPS]

I ventured into support looking for this.  We work with resellers and tax-exempt entities. We are currently running those through QB and would love to consolidate all invoicing into Square. We have over 13k customers in our directory, it's impossible for us to remember who is tax exempt and who isn't. I have TAX EXEMPT next to company's names so my project managers know, but it inevitably happens that turning it off at the line item will be missed . It's embarrassing for a client to have to remind us about their status so we've had to move that to a system that DOES automatically turn off sales tax for those clients.

[SVLFever]

I agree @WBDPS, having the ability to set a customer to Tax-Exempt would help, but I also need a report that shows how much in Tax-Exempt sales occurred.  Can we get both please Square???

[homeprogreen]

@SVLFever the tax report shows you how much in taxable and non taxable sales were made

[SVLFever]

@homeprogreen , unless you can show me otherwise, it's not possible to see a report that indicates the amount of taxable and non-taxable sales, by item, by day.  I can see taxable and non-taxable sales by day, but not by item.

Am I wrong somehow?  If so, please show me how, as I can't find a way.

[homeprogreen]

@SVLFever correct you can’t see taxable and non taxable sales by item. The report only gives you the total taxable and non taxable sales. You can set it for whatever time frame you want though. I normally use monthly. In my defense you didn’t say that you wanted it by item, just that you wanted a report that shows taxable and non taxable sales 

[SVLFever]

@homeprogreen , thanks for confirming.  I'm happy to know that I'm not blind to where this was.   Operationally we have some transactions that include items that have two different tax rates assigned to them, and I need to know how much of each item type (F&B) is purchased in these transactions so I can attest to the difference in taxes.  This is why I need to be able to select by item "type" to be able to see the amount of each non-taxable sales, hence my request.

[homeprogreen]

@SVLFever ok that’s a different situation. I also have some items that have 2 different taxes applied to them when sold. Very simple workaround if all you need is the total amount in sales of those items. What I did was create a separate tax and set it to only apply to those items. So here everything is subject to sales tax of 8.75% except food items. Then I have certain items that are also subject to another retail tax of 12.75%. I set up the 12.75% CeCET tax as a separate sales tax. Set it so it only applies to those items and it’s automatically charged at time of sale. At that point the tax report gives you both taxes as separate line items on the report. Now it still doesn’t give you the item breakdown but here in California they only require me to give them the sales total for the reporting period. One thing to keep in mind if you try doing it this way is that when you create a new item it automatically sets both taxes on new items so during item creation you have to remember to uncheck the extra one

[JTPets]

I would like to tie this into my request to support Native Tax Exemption here in Ontario with something like this - Record their tax id card into their customer profile and have their orders ring up under the correct PST exemption.