Tax Exempt Connect Configuration
To Configure Tax Exempt within Connect, the user will first need to enable Allow Tax Exempt on the associated Terminal Roles - Calculations Tab.
Once Allow Tax Exempt has been enabled, the user will then proceed to the Options module and create the Reason named 'Tax Exempt' and apply the associated Tax Exempt code used locally at the Venue.
After the Tax Exempt Reason has been created, the user can now create the Tax Exempt Reasons Group from within the Options module.
Once the Tax Exempt Reason Group has been created, click the newly created Tax Exempt Reason Group and select Add Reason to assign the Tax Exempt Reason.
After selecting Add Reason, click the + symbol next to the Tax Exempt Reason to assign.
Finally, after the Tax Exempt Reason & Tax Exempt Group have been created; the user can then navigate to the Cashier Reasons tab within the associated Vendor Role and select Tax Exemption.
Once selected, click the + symbol to assign the Tax Exempt Reason Group and select save. If manager approval is required, the user will need to toggle 'Needs Approval' prior to saving.
How to apply Tax Exemption to an Order on Activate X
Note: Configuration of the Vendor Roles - Cashier Reasons must be completed in Connect (Back Office) for Tax Exemption to work in Activate X.
Tax Exempt is a scenario that many users will see. Activate has an easy way to enable it before finalizing payment.
Step 1: Tap on the up arrow in the item cart to expand the bottom section.
Step 2: Tap on the word Tax. This will show a pop up window that show available tax exemption reasons to choose
Step 3: Scan or Manually enter the tax ID provided by the customer. Tap apply
Step 4: See that the item cart has been updated to tax “exempt” and tax has been removed.