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Option to mark Invoice as Tax Exempt

Option to mark Invoice as Tax Exempt

There needs to be an option to be able to make the whole invoice tax exempt instead and unclicking the boxes in each item.

 

 

 

[The title of this post has been edited from the original: Tax Exempt]

7 Comments

I agree, I have business customers that are tax exempt, having to manually go in and remove tax fro each product is a pita!!!

 

Square Community Moderator
Status changed to: Open

Hey there, @rococomac   I’ve changed the status of this feature request to “Open”. Thank you for providing the potential business use/need for something like this on our platform from a seller’s perspective. This will help our product team get an understanding, and visibility as well as track other Sellers with similar interest in your request. 

I think it's interesting you can un-toggle the taxes on the mobile version (app on your phone) but not the desktop version...

I've been asking for this for years.  To be able to make a whole invoice tax exempt and ideally to make a customer profile tax exempt, or at least allow customer profile notes to pop-up to notify the team member to remember to make the invoice tax exempt.

Please make this happen. 

 

@JJ_ do you by chance have any updates on this since you changed the request to 'open'? 

 

I am experiencing the same problem as @rococomac and @BSkiesCreamery 

I sell my product to many churches, hospitals, schools, etc, that are all tax exempt organizations. However, I sell a bunch of products, so to go through and manually change the sales tax status of the items manually each time I invoice a tax exempt organization would be a major pain and inefficient. When I invoice someone, I would like to have the option to click "sales tax exempt" so that the invoice just took off the taxes being charged. 

 

@rococomac and @BSkiesCreamery how do you keep track of these tax exempt sales right now?

It's been almost a year now and still no change 😞