Many of us have customers who are tax exempt for various reasons (school, non-profit agency, outside your locality, etc.). Did you know that you can set the customer to be tax exempt AND keep their tax exemption number on file in most point of sale software programs?
In Microsoft RMS Store Operations you will find checkbox to make the customer tax exempt as well as a place to enter their tax exemption number under the “customer options” tab under “customer properties”. Here is what the screen looks like:
NCR CounterPoint user can go to the “main” tab under “customers” to enter the information which would look like this:
This is a great way to make sure that qualified tax exempt customers are never charged sales tax. As always,
Are you in the US and in need of no cost retail point of sale advice? I'm happy to help and can be reached on my cell at 208-340-5632 (mountain time) or via email at firstname.lastname@example.org.