--- title: "Customers: Tax-Exempt Designation For Customers And Members" description: Mark a customer or member as Tax-Exempt on their profile. Taxes are automatically waived at every POS transaction. --- [Skip to content](https://support.clubcaddie.com/customers-tax-exempt-designation-for-customers-and-members#main-content) English Show submenu for translations [![CC fiserv. 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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) September 2, 2026 # Customers: Tax-Exempt Designation For Customers And Members ## Waive tax for a customer at every register with one profile setting ##### **Overview** 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. Access to set the designation is controlled in **Manage Roles**, so only the staff you authorize can apply or change a customer's tax-exempt status. ##### **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: Confirm a Staff Member Has Permission** Before you (or your team) can apply the Tax Exempt designation, the permission has to be granted in **Manage Roles**. Navigate to **Settings** → **Manage Roles**, find the role(s) that should be able to set Tax Exempt, and enable the permission. Save. ##### **Step 2: Open the Customer or Member Profile** From the Customers module, search for the person and open their profile. ##### **Step 3: Set the Tax Exempt Designation** Find the **Tax Exempt** checkbox on the profile. ![Tax-Exempt checkbox on the customer or member profile](https://support.clubcaddie.com/hs-fs/hubfs/image-png-Jun-15-2026-05-03-07-3144-PM.png?width=670&name=image-png-Jun-15-2026-05-03-07-3144-PM.png) 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 registers?** A: Yes — the Tax-Exempt setting lives on the customer profile itself, so it applies at every point-of-sale transaction for that customer, on any 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 Tax-Exempt designation waives tax on all taxable items for that customer. For a partial-exempt scenario, use Item Level Tax Exempt at the register instead, or talk to your support contact about which approach fits. **Q: Nobody on my team can find the Tax-Exempt checkbox. Where is it?** A: The checkbox appears once the permission is enabled in Manage Roles. Check that at least one role has it granted, then reopen the customer profile. **Q: A tax-exempt customer was charged tax. What happened?** A: The designation lives on the customer profile, so it applies only when that profile is attached to the order. If the sale was rung up as a guest, tax applies normally. Attach the profile before taking payment. **Q: Anything to tell accounting before I turn this on?** A: Yes. Flipping a high-volume customer from tax-charged to tax-exempt mid-year changes what your reports and reconciliation show from that point forward, so brief accounting before you make the switch. **Q: Can any staff member apply this?** A: No — only staff with the permission enabled in Manage Roles. This is intentional, so the designation can't be accidentally toggled. **Q: If I remove the Tax Exempt status, do past transactions get re-taxed?** A: No. Removing the designation only affects future transactions. 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