This topic explains what happens on the POS Totals screen for both sales and orders/special orders whenever a normally taxable item is sold as non-taxable to an applicable customer. You must have already completed the options setup for Tax Exemption. These options determine what items, which customers, and when tax exemptions occur at POS.
The system determines if the customer meets the criteria for Tax Exemption based on option 5472 "Tax Exemption - Applies to which customers?", and also verifies whether any items being invoiced that are normally taxable are being posted as non-taxable either by 1) the transaction’s Tax Code or 2) use of the <No Tax> key.
When the clerk presses Total (Kpad +), the Cash Customer Information window displays if the name, address, and/or phone number fields are blank in the customer record (in Customer Maintenance).
If the POS station has an En-Touch signature capture pad and option 8231 "Signature Capture - Require signature for Tax Exemption" is set to Yes, the signature pad displays the tax exemption statement you entered in options 8232-8239, and prompts the customer for a signature as proof of their compliance. If the customer is paying by bank card or house charge, the customer does not have to sign the signature pad again; the system will use the compliance signature.
If option 8230 "Tax Exemption - Always print an invoice?" is set to Yes, or if it is set to No and an invoice is being printed, the text you entered for receipts and invoices in options 8240-8253 print together on the bottom of the last page of the invoice.
If option 8230 "Tax Exemption - Always print an invoice?" is set to No and a receipt prints, the text you entered for receipts and invoices in options 8240-8253 prints at the bottom of the receipt.
A store copy of the customer's receipt prints if option 8231 "Signature Capture - Require signature for Tax Exemption" is set to No, or if you press Cancel when the Signature Capture dialog displays (in other words, you bypass obtaining an electronic signature). The store receipt includes the customer's name, address, and phone number, and looks exactly like the customer's receipt except that it prints a signature line above the text. If option 8231 is set to Yes and you do obtain an electronic signature from the customer, a store copy receipt doesn't print, but a virtual store copy receipt (including the customer's signature) is added to the document archive.
For orders/special orders, the system prompts for the customer's signature based upon option 8254 "Tax Exemption – When to capture signature on Orders." If this option is set to S ("when saved and printed") or B ("both when saved/printed and invoiced") the system will prompt for a signature even if no tax-exempt items were added in that session.