Salesforce Docs Portal

Configure Tax Exemptions for Point of Sale

Merchants can apply tax breaks to customer carts during checkout when valid proof is provided. This ensures customers receive the appropriate tax exemptions, while merchants can efficiently manage exemptions through the CMS, even in offline mode.

  • Modern POS App build: 6.2.1 and above
  • Platform Support: iPad
  • Offline Support: Yes, if tax exempt are configured in CMS(Store Management > Tax > Tax Exemption Configuration) for the merchant, the tile comes automatically in the native cart options screen
  1. Configure POS store settings.
    1. Go to Store Management | Tax Exemptions | Create.
    2. Configure a tax exemption with a code, name, rate, associated country, state, and postal code.
    3. Associate a tax-exempt to the tax rates by selecting the tax class and tax names associated with the tax rates.
    4. Click Save.
  2. Configure tax exmpetion in cart option layout.
    1. Go to configured Cart Option Layout.
    2. Select the deep link and choose Cart Options | Tax Exempt.
    3. Click Save.
  3. Configure paper receipt settings.
    1. Go to Modules | POS | Receipt Configuration
    2. Add the necessary tags to the Tax Exempt details sectionto see them above the footer section in the paper receipt.
    3. Click Save.