I am a tax exempt organization - will Square remove tax from items automatically?

[mercycafe]

I am a tax exempt food establishment as we are within a healthcare organization.  When I enter my EIN does Square "get" this and accordingly remove tax from my items?

[VanKalkerFarms · Accepted solution]

If you don't add taxes to your items, your customers will not be charged tax. Square doesn't set up taxes for you. https://squareup.com/help/us/en/article/5061

[mercycafe]

Perfect, thanks!

[PinelandMillen]

Does anybody know the proper practice to sell items on here non-taxed? Is there a way so I can track it as well? For example, I want to sell bread wholesale to a restaurant. I want to make sure I can track the non-taxed Item and send them an invoice at the end of the month.  

[JustinC]

Hey there @PinelandMillen - 

You can exclude tax from your non-taxable items when editing your taxes in Dashboard. I've merged you to a thread where VanKalkerFarms linked a Support article that details steps on how to do so. 

To track these sales, you can pull a Taxable and Non-Taxable Sales Report directly from your Dashboard but it won't be itemized. However, I suggest cross referencing it with an Item Sales Report and filter by Taxes as well as Items Sold using the "+" icon to the far right of the header bar. That way you can get an overall scope of your bread sales.