Customers: Tax-Exempt Designation For Customers And Members

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.

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.

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. Past transactions retain whatever tax treatment they had at the time.