If you have the HQ Role permission to 'approve tax exempt,' you can apply a tax exemption to a check if a guest presents a tax exemption card.
To learn how to edit an Upserve POS role, click here.
Apply Tax Exempt to a Check
- On the check you wish to edit, tap More
- Tap Edit Details
- Toggle on 'Tax Exempt'
- Tap the orange check mark to Save
- Tap payments to view the check balance (the tax will say 'Exempt' and be zero)
| Note: If you do not have the 'approve tax exempt' permission for your role, a 'Manager Approval Required' popup will appear if you attempt to turn on 'Tax Exempt' for a check. An Admin/Manager with the 'approve tax exempt' permission will need to enter their 4-digit Upserve POS pin code to approve the tax exempt. |
