--- title: "Customers: Tax-Exempt Designation For Customers And Members" description: Turn on Customer Tax Exempt on a customer or member profile so every order they are added to is tax exempt automatically. --- [Skip to content](https://support.clubcaddie.com/customers-tax-exempt-designation-for-customers-and-members#main-content) English Show submenu for translations [![CC fiserv. (3)](https://support.clubcaddie.com/hs-fs/hubfs/CC%20%20fiserv.%20(3).png?width=200&height=89&name=CC%20%20fiserv.%20(3).png)](https://www.clubcaddie.com?hsLang=en) - [Club Caddie University](https://clubcaddie-university.com/) - [Webinar Training](https://info.clubcaddie.com/webinarseries?_gl=1*1b7azj6*_gcl_au*NTg3NjE2MDE0LjE3NTczNTEwMDE.*_ga*MTMwODY5ODg2NS4xNzU3MzUxMDAx*_ga_5DSQKC2H56*czE3NTgzMDAwNDAkbzE4JGcwJHQxNzU4MzAwMDQwJGo2MCRsMCRoMA..) - [Knowledge Base](https://support.clubcaddie.com/) - [Changelog](https://clubcaddie.com/changelog/) Open main navigation Close main navigation - [Club Caddie University](https://clubcaddie-university.com/) - [Webinar Training](https://info.clubcaddie.com/webinarseries?_gl=1*1b7azj6*_gcl_au*NTg3NjE2MDE0LjE3NTczNTEwMDE.*_ga*MTMwODY5ODg2NS4xNzU3MzUxMDAx*_ga_5DSQKC2H56*czE3NTgzMDAwNDAkbzE4JGcwJHQxNzU4MzAwMDQwJGo2MCRsMCRoMA..) - [Knowledge Base](https://support.clubcaddie.com/) - [Changelog](https://clubcaddie.com/changelog/) - English Show submenu for translations Need help fast? Enter your question and get step-by-step tips. - There are no suggestions because the search field is empty. 1. [Club Caddie](https://support.clubcaddie.com/?hsLang=en) 2. [Customers](https://support.clubcaddie.com/customers?hsLang=en) October 7, 2026 # Customers: Tax-Exempt Designation For Customers And Members ## Waive sales tax for a customer on every order with one profile setting ##### **Overview** When a customer or member doesn't pay sales tax, such as a nonprofit or a government agency, turn on **Customer Tax Exempt** on their profile. From then on, every order that customer is added to is tax exempt automatically, so your staff don't have to exempt the sale by hand. The setting is saved on the customer's profile, so it carries to Club Caddie Desktop and the Flex POS app. Confirmation for the F&B app is in progress; see Common Questions. ##### **Turn on Customer Tax Exempt** 1. In Club Caddie Desktop, open the customer or member's profile. 2. On the **General** tab, click **SETTINGS**. 3. Turn on **Customer Tax Exempt**. ![](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/customer-tax-exempt-02--5.6.png?width=670&name=customer-tax-exempt-02--5.6.png) 4. Click **Save**. To stop exempting the customer, follow the same steps, turn **Customer Tax Exempt** off and click **Save**. ##### **Ring up a sale for a tax-exempt customer** 1. Start the order and add the customer or member to it before you take payment. 2. Add items and take payment as usual. The order is tax exempt, so no sales tax is charged. ##### **Common Questions** **Does this work in the F&B app?** This article covers Club Caddie Desktop and the Flex POS app. Confirmation for the F&B app is in progress, and this article will be updated once it's complete. Until then, review the tax on F&B checks for tax-exempt customers before you take payment. **When is tax still charged for a tax-exempt customer?** When that customer isn't on the order. The setting follows the customer's profile, so a sale rung up as a guest, or without the customer added, is taxed normally. If you change the customer on an order, check the tax before you take payment. **Is this the same as the Tax Exempt option at the register?** No. The register option exempts a single order and needs the **Can Tax Exempt Order Tab** permission. **Customer Tax Exempt** applies to every order for that customer. To exempt only certain items on one sale, see [Register : Item Level Tax Exempt](https://support.clubcaddie.com/register-item-level-tax-exempt?hsLang=en). **Should I tell accounting before I turn this on?** Yes. Once you turn it on, new orders for that customer carry no sales tax, so let whoever reconciles your sales tax know about the change. - [Browser](https://support.clubcaddie.com/browser?hsLang=en#main-content) - [Tee Sheet](https://support.clubcaddie.com/browser?hsLang=en#tee-sheet) - [Register](https://support.clubcaddie.com/browser?hsLang=en#register) - [Hardware](https://support.clubcaddie.com/browser?hsLang=en#hardware) - [Vouchers](https://support.clubcaddie.com/browser?hsLang=en#vouchers) - [Settings](https://support.clubcaddie.com/browser?hsLang=en#settings) - [Sales](https://support.clubcaddie.com/browser?hsLang=en#sales) - [Members](https://support.clubcaddie.com/browser?hsLang=en#members) - [Events](https://support.clubcaddie.com/browser?hsLang=en#events) - [Troubleshooting](https://support.clubcaddie.com/troubleshooting?hsLang=en) - [Desktop: Settings](https://support.clubcaddie.com/desktop-settings?hsLang=en#main-content) - [Venue Center](https://support.clubcaddie.com/desktop-settings?hsLang=en#venue-center) - [Inventory Center](https://support.clubcaddie.com/desktop-settings?hsLang=en#inventory-center) - [Manage Roles](https://support.clubcaddie.com/desktop-settings?hsLang=en#manage-roles) - [Rack Rate Management](https://support.clubcaddie.com/desktop-settings?hsLang=en#rack-rate-management) - [Membership Settings](https://support.clubcaddie.com/desktop-settings?hsLang=en#membership-settings) - [Day End Closing](https://support.clubcaddie.com/desktop-settings?hsLang=en#day-end-closing) - [Course User Info](https://support.clubcaddie.com/desktop-settings?hsLang=en#course-user-info) - [Clover](https://support.clubcaddie.com/desktop-settings?hsLang=en#clover) - [Class Management](https://support.clubcaddie.com/desktop-settings?hsLang=en#class-management) - [POSLink](https://support.clubcaddie.com/desktop-settings?hsLang=en#poslink) - [Mobile App Builder](https://support.clubcaddie.com/desktop-settings?hsLang=en#mobile-app-builder) - [Class Rate Management](https://support.clubcaddie.com/desktop-settings?hsLang=en#class-rate-management) - [3P Integrations](https://support.clubcaddie.com/desktop-settings?hsLang=en#3p-integrations) - [Punch Card Type Center](https://support.clubcaddie.com/desktop-settings?hsLang=en#punch-card-type-center) - [Tee Sheet Settings](https://support.clubcaddie.com/desktop-settings?hsLang=en#tee-sheet-settings) - [Card Connect](https://support.clubcaddie.com/desktop-settings?hsLang=en#card-connect) - [Floor Plan](https://support.clubcaddie.com/desktop-settings?hsLang=en#floor-plan) - [General Course Info](https://support.clubcaddie.com/desktop-settings?hsLang=en#general-course-info) - [Tax Management](https://support.clubcaddie.com/desktop-settings?hsLang=en#tax-management) - [Terminal Management](https://support.clubcaddie.com/desktop-settings?hsLang=en#terminal-management) - [Register Settings](https://support.clubcaddie.com/desktop-settings?hsLang=en#register-settings) - [Payroll Center](https://support.clubcaddie.com/desktop-settings?hsLang=en#payroll-center) - [I-Frames](https://support.clubcaddie.com/desktop-settings?hsLang=en#i-frames) - [Event Settings](https://support.clubcaddie.com/desktop-settings?hsLang=en#event-settings) - [General](https://support.clubcaddie.com/general?hsLang=en) - [Reports](https://support.clubcaddie.com/reports?hsLang=en) - [Support](https://support.clubcaddie.com/support?hsLang=en#main-content) - [Chat AI](https://support.clubcaddie.com/support?hsLang=en#chat-ai) - [Register](https://support.clubcaddie.com/register?hsLang=en#main-content) - [Holding Accounts](https://support.clubcaddie.com/register?hsLang=en#holding-accounts) - [Tools](https://support.clubcaddie.com/register?hsLang=en#tools) - [Payments](https://support.clubcaddie.com/register?hsLang=en#payments) - [Tab Management](https://support.clubcaddie.com/register?hsLang=en#tab-management) - [Tee Sheet](https://support.clubcaddie.com/tee-sheet?hsLang=en#main-content) - [Tee Sheet Settings](https://support.clubcaddie.com/tee-sheet?hsLang=en#tee-sheet-settings) - [Starter Sheet](https://support.clubcaddie.com/starter-sheet?hsLang=en) - [Activities](https://support.clubcaddie.com/activities?hsLang=en#main-content) - [Activity Center](https://support.clubcaddie.com/activities?hsLang=en#activity-center) - [Events](https://support.clubcaddie.com/events?hsLang=en#main-content) - [General](https://support.clubcaddie.com/events?hsLang=en#general) - [Activity Outing Manager](https://support.clubcaddie.com/events?hsLang=en#activity-outing-manager) - [Golf League Manager](https://support.clubcaddie.com/events?hsLang=en#golf-league-manager) - [Online Events](https://support.clubcaddie.com/events?hsLang=en#online-events) - [Banquet Manager](https://support.clubcaddie.com/events?hsLang=en#banquet-manager) - [Golf Outing Manager](https://support.clubcaddie.com/events?hsLang=en#golf-outing-manager) - [On Demand](https://support.clubcaddie.com/on-demand?hsLang=en) - [Customers](https://support.clubcaddie.com/customers?hsLang=en#main-content) - [Message Center](https://support.clubcaddie.com/customers?hsLang=en#message-center) - [CRM](https://support.clubcaddie.com/customers?hsLang=en#crm) - [Bulletin Board](https://support.clubcaddie.com/customers?hsLang=en#bulletin-board) - [Members](https://support.clubcaddie.com/members?hsLang=en#main-content) - [Membership Portal](https://support.clubcaddie.com/members?hsLang=en#membership-portal) - [Vouchers](https://support.clubcaddie.com/vouchers?hsLang=en#main-content) - [Credit Books](https://support.clubcaddie.com/vouchers?hsLang=en#credit-books) - [Punch Cards](https://support.clubcaddie.com/vouchers?hsLang=en#punch-cards) - [Holding Account](https://support.clubcaddie.com/vouchers?hsLang=en#holding-account) - [Sales](https://support.clubcaddie.com/sales?hsLang=en) - [Quickbooks](https://support.clubcaddie.com/quickbooks?hsLang=en#main-content) - [Quickbooks Desktop](https://support.clubcaddie.com/quickbooks?hsLang=en#quickbooks-desktop) - [Quickbooks Online](https://support.clubcaddie.com/quickbooks?hsLang=en#quickbooks-online) - [General](https://support.clubcaddie.com/quickbooks?hsLang=en#general) - [Hardware](https://support.clubcaddie.com/hardware?hsLang=en#main-content) - [First American / First Pay](https://support.clubcaddie.com/hardware?hsLang=en#first-american-first-pay) - [Card Connect](https://support.clubcaddie.com/hardware?hsLang=en#card-connect) - [Sound Payments / POSLink](https://support.clubcaddie.com/hardware?hsLang=en#sound-payments-poslink) - [Printer](https://support.clubcaddie.com/hardware?hsLang=en#printer) - [Clover Connect](https://support.clubcaddie.com/hardware?hsLang=en#clover-connect) - [Clover Go](https://support.clubcaddie.com/hardware?hsLang=en#clover-go) - [Food and Beverage App](https://support.clubcaddie.com/food-and-beverage-app?hsLang=en#main-content) - [Key Features and Procedures](https://support.clubcaddie.com/food-and-beverage-app?hsLang=en#key-features-and-procedures) - [Mobile App](https://support.clubcaddie.com/mobile-app?hsLang=en) - [Email Marketing](https://support.clubcaddie.com/email-marketing?hsLang=en) - [KDS (Kitchen Display System)](https://support.clubcaddie.com/kds-kitchen-display-system?hsLang=en) - [Video Training](https://support.clubcaddie.com/video-training?hsLang=en#main-content) - [Membership & Passes](https://support.clubcaddie.com/video-training?hsLang=en#membership-passes) - [Class Management](https://support.clubcaddie.com/video-training?hsLang=en#class-management) - [I-Frames](https://support.clubcaddie.com/video-training?hsLang=en#i-frames) - [Accounting](https://support.clubcaddie.com/video-training?hsLang=en#accounting) - [Club Caddie Managed Marketing](https://support.clubcaddie.com/club-caddie-managed-marketing?hsLang=en#main-content) - [SMS](https://support.clubcaddie.com/club-caddie-managed-marketing?hsLang=en#sms) - [Email Marketing](https://support.clubcaddie.com/club-caddie-managed-marketing?hsLang=en#email-marketing) - [Uncategorized](https://support.clubcaddie.com/uncategorized?hsLang=en) - [MCO](https://support.clubcaddie.com/mco?hsLang=en#main-content) - [Inventory](https://support.clubcaddie.com/mco?hsLang=en#inventory) [![club\_caddie\_logo\_tech\_grid\_website](https://support.clubcaddie.com/hs-fs/hubfs/club_caddie_logo_tech_grid_website.jpg?width=200&height=103&name=club_caddie_logo_tech_grid_website.jpg "club_caddie_logo_tech_grid_website")](https://www.clubcaddie.com?hsLang=en) Award Winning, All-In-One, Golf Facility Management Software.   [mailto:email@email.com](mailto:email@email.com) Copyright © 2025, Club Caddie