How to Handle Tax Exempt Checks in Toast

Updated over 5 years ago

Yup, you guessed it... This lesson covers making an order Tax Exempt in Toast. Don't forget to get that tax exemption number from the guest.

Tax Exempt Orders




There are certain customers that are considered tax exempt by local tax authorities.  These groups may be veterans, churches, or other non-profit entities.  Before you can provide a guest with a tax exempt order you must first confirm the guest is entitled to have tax removed.  


1. Politely ask the guest to see their tax exempt card.

2. Confirm the expiration date has not lapsed on the card.

3. Write down the Tax Exempt ID (The POS will require it).

4. To make a check Tax Exempt, select the Tax Exempt option from the ellipsis menu at the top right of the screen.



5. Enter the Tax ID number that you documented in step 3 when prompted to enter in a Tax Exemption Number.



Reporting on Tax Exempt Sales

This number will appear in your reporting. It is helpful to enter the name of the customer or organization that is tax exempt so your reports will show a name alongside the Tax ID number. 

The report will show up under the Sales Exception report. There is a tab labeled Tax Exempt, which will show you a list of orders. This report can be sorted as well as exported.

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