Marking Client As Tax Exempt in POS

MyTime allows businesses to mark individual clients as tax-exempt. This status enables those clients to make purchases without being charged certain applicable taxes.

Things to know:

• The ability to mark clients as tax-exempt is controlled by the "Editing Client Tax Status" access control setting. By default, this permission is blocked for all roles except the account owner.
• To configure sales tax settings, learn more here.
• Once a client is marked as tax-exempt, they will either be fully exempt from taxes, or be charged the exemption rate configured during your tax setup, depending on your tax configuration.
  

To mark a client as tax-exempt via POS:

1. Navigate to POS > New Ticket
2. Add client and any item (service, membership, gift card, package, and/or product)
3. At the bottom of the ticket, check the 'Exempt' checkbox in the tax line
4. In the Tax Exemption Number modal:
   • Enter the client’s tax exemption number
   • If the client should remain tax-exempt for future purchases, check the ‘Save on File’ checkbox
5. Save
6. Select Take Payment to complete the transaction
7. Once payment is processed, close the ticket

For more information, contact us at support@mytime.com.  

Related Article

Setting Up Sales Tax

Marking a Client as Tax Exempt on Client Profile

Sales Tax Exempt Report