Enable Tax Exemptions at a Store Location

• Enabling Tax Exempt ordering at a Location
• How placing a Tax Exempt order looks to a customer
• What to do if a customer forgets to add their Tax Exempt ID at checkout

To enable tax exemptions, you must adjust the settings for each of your stores individually based on the Revenue Center. This customization empowers you to specify the revenue centers from which you'll accept tax-exempt orders. For instance, you can opt to accept tax-exempt Catering orders while excluding tax-exempt orders through regular Online Ordering.

Once enabled for a particular Revenue Center, customers will be able to automatically remove the sales tax when they enter their Tax ID while checking out via that particular Revenue Center.

Enabling Tax Exempt ordering at a Store location

How placing a Tax Exempt order looks to a customer

What to do if a customer forgets to add their Tax Exempt ID at checkout

If a customer forgets to add their Tax Exempt ID to an ASAP order at checkout where the order has already "Closed", you will have to manually process a partial refund for the tax amount of their order.  Learn how to process partial refunds. 

If the customer forgets to add their Tax Exempt ID to a Future order at checkout, where the order is still in a "Pending" or "Open" state, both you and your customer have the ability to manually remove the tax before their payment card is even charged.