Tax Exempt | SpotOn Restaurant (FOH)

Owned by Will Castleberry
Last updated: Jun 26, 2024
2 min read

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Taxes apply to most transactions made in a restaurant. However, there are occasions when certain transactions are exempt from taxation in restaurants. The most common reason is if the guest is a tax-exempt entity, such as a nonprofit organization or a government agency. Tax exemption certificates are what allow a guest to make tax-free purchases. 

 

The Spot On restaurant POS system offers the business an easy way to apply tax exemptions.

 

Tax exemption certificates 

Each certificate has a unique identification number that will be needed every time taxes are removed from a transaction. The certificate will act as proof for future audits and inspections from the IRS.

 

Process to remove tax from an order in FOH.

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  1. Navigate to the payment screen. 

  1. The user can access the ticket commands and choose the "Make Tax Exempt" option located on the right side of the menu.

  1. You will see a prompt asking you to enter the certificate number. It is crucial to input the accurate information to ensure the reports are precise.

 

  1. The tax will be removed from the order.

 

Removing the tax exemption from an order or including taxes again to an existing order.

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To add the taxes back to the order, you can locate the “clear tax exempt button” in the ticket commands menu.