If a customer qualifies for tax exemption — for example, a non-profit organization, a reseller, or a government entity — you can mark them as tax-exempt in their profile. When a tax-exempt customer is assigned to a transaction, sales tax will not be applied regardless of the item's taxable setting.
How to Set a Customer as Tax Exempt
Click Customers in the left sidebar.
Click on the customer's name to open their profile.
Switch to the Tax tab.
Setup your your Customer's Tax status using all the given fields and options.
How Tax Exemption Works at Checkout
When you add a tax-exempt customer to a transaction — whether through the Virtual Terminal, an invoice, or a POS sale:
Tax is automatically removed from the transaction total.
The tax line reflects $0.00 or is hidden from the receipt.
No manual override is needed every time — the exemption is applied automatically.
Removing Tax Exempt Status
If a customer's exemption status changes, open their profile, go to Tax tab to change and, and save. Future transactions will have tax applied as normal.
Important Note
WIZniche POS does not manage the legal documentation associated with tax exemption certificates. Verifying a customer's exemption eligibility and maintaining the required records is the responsibility of your business.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.