Tax Exempt Transactions

To process tax exempt transactions in Tee On Cloud, there are three areas that need to be configured:

1. Enable Tax Exemption on the Customer Profile

Open the customer’s profile and enable the Tax Exempt toggle. Once enabled, you will be prompted to enter the customer’s exemption number, which will be saved to their profile for future transactions.

2. Configure Eligible Products

For any products that should allow tax exemption:

1. Open the product page
2. Navigate to the Logistics section
3. Enable the Eligible for Tax Exemption toggle

This can also be configured at the department level, so you do not need to update each product individually.

3. Configure Tax Lines

Go to Settings > Accounting > Taxes and ensure the applicable tax line has the Tax Exempt option enabled.

This setting tells the system which tax lines should be removed during a tax exempt transaction. This is especially important for facilities using multiple tax lines where only specific taxes should be exempt.

Processing a Tax Exempt Sale

Once all three settings have been configured:

1. Add the tax exempt customer to the sale
2. Add eligible products to the cart
3. In the top-right corner of the cart, select the three dots menu
4. Apply the tax exemption

The system will automatically remove the eligible tax lines from the transaction.