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How to Make a Transaction Tax-Exempt

This article describes the process for making a transaction tax-exempt.

1.  To make a transaction tax-exempt, first, make sure the desired products have been entered into the Shopping Cart. Once all products have been added, select CHECKOUT.

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2. To flag a transaction as tax-exempt, a customer MUST be selected from the customer database, and the CHECKOUT AS GUEST function CANNOT be used. To select a customer, type search criteria (first name, last name, email, or phone) into the Customer Info section. Select a customer to add to the transaction.

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3.  Now that the customer has been selected and added to the transaction, you may select the TAX EXEMPT button to continue.

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4.  The Tax Exemption screen now appears. Enter the EIN or Name and select APPLY.

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5.  Note now that the tax has been removed from the transaction.

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If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.