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How do I process a tax-exempt order on the Owner POS and Owner Tablet?

Admin and Manager staff can apply a tax exemption in the cart before checkout. No refund needed afterward.

⚠️ Only Admin and Manager roles can apply or remove a tax exemption. Staff without this role won't see the Tax exempt option.

Apply a tax exemption

1. Add the guest's items to the cart on the Checkout screen.

2. Tap Actions at the top of the cart.

3. Tap Tax exempt.

4. Enter a Tax Exempt ID if the guest provides one. If not, tap Skip.

5. Tax exempt appears as a line item in the cart. Tax is removed from all taxable items automatically. The total on the green Checkout button updates.

6. Tap Checkout and complete payment as usual.

✅ As you add more items, the exemption amount updates automatically.


Remove a tax exemption

1. Tap Actions in the cart.

2. Tap Remove tax exemption.

Or swipe left on the tax exemption line item in the cart and tap to remove it.

ℹ️ The tax exemption shows on the guest-facing terminal, on printed receipts, and in your Owner Dashboard order history. If you entered a Tax Exempt ID, it appears on the receipt too.

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