Skip to content
English
  • There are no suggestions because the search field is empty.

Customers: Tax-Exempt Designation For Customers And Members

You can now mark an individual customer or member as Tax-Exempt directly on their profile. Once set, taxes are automatically waived for that person at every point-of-sale transaction — no per-transaction manual override needed at the register.

When You'll Use This

• A customer or member has documented tax-exempt status (nonprofit, government agency, certain charity events) and shouldn't be charged tax on any club purchase

• You've been manually adjusting tax at the register every time a known tax-exempt customer pays — this replaces that workflow

Step 1: Open the Customer or Member Profile

From the Customers module, search for the person and open their profile.

Step 2: Set the Tax-Exempt Designation

Find the Tax-Exempt checkbox on the profile.

Check the box to mark the person as Tax-Exempt. Save the profile.

From this point forward, transactions for this customer or member skip tax automatically at the register.

How It Behaves at the Register

When a tax-exempt customer or member is added to an order:

• Taxes are automatically waived on every taxable item

• Staff don't need to apply a manual tax override

If the customer's profile isn't attached to the order, tax applies normally — the designation is tied to the profile, not the transaction.

Common Questions

Q: Does this apply across all my locations?

A: Yes — the Tax-Exempt setting is on the customer profile itself, so it travels with the customer across every register at your club (and across MCO clubs if you're in an MCO).

Q: What if a customer has documentation that's only valid for certain items?

A: The current Tax-Exempt designation waives tax on all taxable items for that customer. If you have a partial-exempt scenario, you may need to handle it at the register manually — flag this with your support contact if it's a common case.

Q: If I remove the Tax-Exempt status, do past transactions get re-taxed?

A: No. Removing the designation only affects future transactions. Past transactions retain whatever tax treatment they had at the time.