Customer Tax Exempt Automation at the Customer Level

[Flowerman]

The ability to have all "Tax Exempt" Customers automatically not charged Sales Tax at the Customer level and not the Item Level. By current tax LAW there are items that are taxable while the customer is tax exempt on the sale. While Square allows you to add a tax exempt status by adding their Tax Exempt ID number in the customer setup, it fails hugely in the execution of the sale. From not removing the sales tax to also not reporting it without the ability to classify Taxable verses Non taxable Sales. For this reason alone they will be never beat out their competitors for accurate reporting and handling of Non-Taxable Sales.  

I've seen this issue posted for several years, with no updates to the software as of today 05/08/2023. Please listen to your customers and make this simple change without sending it over and over again to Feature Requests. If they can't handle it, hire a new team who can. 

[HHF1421]

I would like this as well. The tax exempt customers category should have the option to automatically remove tax on the eligible items ONLY rather than doing this manually and to the entire order since some items we do sell do not qualify for tax exemption (in our case customers that are tax exempt is for farm items). We absolutely NEED to have this in reports if ever we need to pull up up who used tax exemptions and what it was used on. 

[ehflower]

We have been asking for this for a very long time.  It would truly help simplify reporting for us.  Thank you,

[4mfarmandfeed]

We have customers who have an Agricultural sales tax exemption---meaning their purchases of certain ag-related products are exempt from state sales tax. If I could at least have a simple way to determine at checkout who is tax exempt and who is not, I can manually select taxable or not taxable for each item (not ideal but it will work).

When I pull up the customer during the sale, I get a summary page. If I could see on the summary page if that person has turned in a tax exempt certificate or not, that would be very helpful. I set up a custom yes/no toggle for ag exemption, but it requires drilling down into the customer to see if it is a yes or not. Alternatively, if the customers could be grouped into tax exempt and not tax exempt, that would also be helpful---but I get an error when I try to set up groups based upon a custom field.

[MayaP]

Hello @Flowerman , I apologize for the delay replied, and certainly understand your frursation and need for customer tax exemption automation on a customer level. I’ve gone ahead and changed the status of this feature request to “Open”. You provided a great assessment on the potential business use/need for something like this on our platform from a seller’s perspective. This is a useful tool for our Product Team to use as they build the future of our products. As more information becomes available, a Community moderator will come in and change the status letting all of the subscribed sellers know. Thank you so much again for your input! 

[HUDCOLLC]

Is there any update for this issue? Considering switching to Lightspeed because the software will automatically recognize a customer's tax exempt status. (Agricultural Feed store)

[salinatradepost]

We are also in need of a better way to handle tax-exempt purchases for our agricultural customers. We sell both gift items (taxable) and farm items (non taxable for exempt customers) and are not seeing even a feasible work-around for this problem long-term. It does not help to mark specific products as tax-exempt as those products are NOT tax-exempt generally -- only tax-exempt for specific customers. Our accountant is not happy with any work around that involves charging the tax and removing it as a discount as the tax should not be technically 'charged' at all. Toggling tax off and on for items lends itself to user error pretty quickly and the last place I want to open up user error issues is when it comes to collecting sales tax. I hope you guys are taking this very real business need seriously. We are new Square customers and already considering reluctantly switching to another service if this isn't resolved very soon.