How do we set up customers as tax exempt?

[HHF1421]

Hello, we sell feed and many of our customers are farmer that are tax exempt. We need to be able to record each tax exempt purchase as a legitimate tax exempt customer rather than just 'turn off' the tax for the sale. Is there a way to set this up for the POS

[Candlestore]

@HHF1421 ;

1) Create a Group in Customers as Tax Exempt

To do this go here:  https://squareup.com/dashboard/customers/directory 

Click the Drop Down arrow at ALL Customers ----choose create Group

2) Create a custom Field to add the tax exempt information you require for your state... sales tax verification number or EIN for example.

To do this go to settings above or here: dashboard/customers/settings/profiles 

Then on the Right side, it says create custom field.

This should help you have the information at hand if asked for it, but you would still need to turn off taxes as you currently do.

I am not aware of a way to turn off sales tax for certain Buyers or Groups and this might have to be a Feature Request.

Which you can do here:  Beta-Feature-Requests