Browser - Register: Item Level Tax Exempt

Overview

You can mark a single item on a Register ticket as tax exempt instead of exempting the whole order. Checking the box opens a reason field — always fill it in and save, since this is an auditable action.

What it looks like

On the ticket line, a Tax Exempt checkbox next to the item's other controls (price, quantity, loyalty badge). Checking it opens an ADD TAX EXEMPT REASON popup with a Tax Exempt Reason text box and Save / Cancel buttons.

NOTE: the Tax Exempt checkbox only appears for staff whose role has a specific register permission enabled. If you don't see it on a ticket line, check with an administrator.

Steps

Step 1: On an open ticket, find the line item you want to exempt.

Step 2: Check its Tax Exempt checkbox.

Step 3: Tax comes off that line right away, and the ADD TAX EXEMPT REASON popup opens.

Step 4: In the popup, type the reason for the exemption into the Tax Exempt Reason field.

Step 5: Click Save.

Step 6: Always enter a reason and save it — this is what documents the exemption for your records if

the order is ever reviewed.

Step 1: Continue with the ticket as normal (add items, take payment, etc.).

To remove the exemption, uncheck the item's Tax Exempt checkbox.

Common Questions

Do I need to enter a reason every time?

Yes. The reason field is how the exemption gets documented — fill it in and click Save before moving on. If your facility is ever asked to show why an item wasn't taxed, this is the record.

I don't see a Tax Exempt checkbox on my ticket lines.

That control depends on a role permission. Ask an administrator to check your role's permissions in Settings.