Enabling Tax Exemptions at a Store Location

Tax exemptions are enabled per store, based on the revenue center, so a location can accept tax-exempt orders through some revenue centers and not others. For example, a store can accept tax-exempt catering orders while excluding tax-exempt orders through regular online ordering. This article explains how to enable tax-exempt ordering, how it appears to a customer, and what to do if a customer forgets to enter a Tax ID.

Once tax exemptions are enabled for a revenue center, customers can automatically remove the sales tax by entering their Tax ID at checkout through that revenue center.

Enabling Tax-Exempt Ordering at a Store Location

How a Tax-Exempt Order Looks to a Customer

What to Do if a Customer Forgets to Add Their Tax ID at Checkout

If a customer forgets to add their Tax ID to an ASAP order that has already closed, the tax amount must be refunded manually as a partial refund. For the steps, see Processing and Calculating Refunds.

For tax-exempt customers who order on a deferred-payment basis, see Setting Up House Accounts.