Managing tax exemptions in Salido ensures that specific orders for qualified organizations or individuals are processed correctly without accumulating sales tax. This functionality allows authorized users to apply and track tax-exempt IDs at the check level, providing clear audit trails in both the POS and the Bridge.
- Apply tax-exempt status to an entire check using a specific tax ID.
- Modify or update existing tax-exempt information during active service.
- Remove tax exemptions to restore standard tax calculations to an order.
- Audit tax-exempt activity through comprehensive logs in the Check Activity and Bridge reporting.
Note: To utilize this feature, users must have the Update Checks Tax Exemption permission enabled in their assigned POS Role, or the permission must be configured to Require Approval for a manager override. For instructions on managing these settings, see the article "How to Configure Manager Approval Permissions in the Bridge."
Applying Tax Exemption
Authorized users can designate a check as tax exempt by entering a valid tax ID. This action removes all calculated taxes from the items and fees on the check.
1. If logged out to the PIN screen for inactivity, enter your PIN and tap the Check Mark to log back into the POS device
2. At the top right of the POS screen, tap Global Menu (four squares) to bring up the POS options
3. Tap the Check button to open the Check List View, or tap the Floor Plan button to open the Floor Plan View
4. Create a new check or open the check that needs the fee added:
- By tapping the check in the Checks List view
- Or, tapping the table with that check from the Tables view
5. Tap the three dots in the bottom right of the check panel to bring up the check options
6. Select the Tax Exempt action
7. Enter the tax ID into the entry field. Tax IDs may contain numbers, letters, or special characters
8. Tap Done
The check will now be exempt from all sales tax:
Updating or Removing Tax Exemption
1. Once inside the check, tap the three dots in the bottom right of the check panel to bring up the check options
2. Select the Tax Exempt action
3. To Update the ID: Tap inside the entry field, enter the new ID, then tap Done
- If an ID is changed and the Cancel button is pressed, the system restores the original tax ID.
4. To Remove the Exemption: Tap the dynamic Remove button
- This button only appears if a tax ID is currently associated with the check.
The check is now taxable once more:
Merged and Split Checks
Tax-exempt status behaves differently depending on how checks are combined or divided:
- Merged Checks: When merging two checks, the Target Check determines the tax status. If two tax-exempt checks are merged, the Target Check tax ID is retained. If an exempt Source Check is merged into a taxable Target Check, the exemption is reverted and the check becomes taxable.
- Split Checks: When a check is split, Child Checks maintain the tax-exempt status of the items moved to them. If a new item is added to a Child Check after the split, that item is taxable and must be assigned a new tax ID to remain tax free.
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