Managing tax exemptions in the Bridge provides visibility and control over non-taxable transactions. This functionality ensures accurate financial reconciliation and allows administrators to designate which staff members are authorized to apply or remove tax exemptions at the POS.
- Monitor the tax status of open and closed checks in real time.
- Configure POS Roles to gate access to tax-exempt functions.
- Audit tax-exempt identification numbers via Check Details for compliance.
Note: The Tax Exempt button will not appear on the POS terminal unless the user has been granted the Update Checks Tax Exemption privilege within their POS Role in the Bridge.
Viewing Tax Exemption in the Bridge
The Bridge provides visibility into the tax status of finalized or open checks for financial reconciliation.
1. Navigate to the Checks menu in the Bridge
2. Locate the desired check and click to view Check Details
3. In the General section, locate the Tax Exempt row:
- If the check was tax exempt, the value will display as Yes.
- If the check was taxable, the value will remain blank.
Configuration and Permissions
Access to tax-exempt functions is controlled through POS Roles in the Bridge.
1. Navigate to the Staff section of the Bridge and click POS Roles
2. Click the desired role to open the editor
3. Click Edit
4. Scroll down to Update Checks Tax Exemption and configure the permission levels as needed for this role:
- Grant Permission: Tick this box to allow users in this role to apply or remove tax exemptions on the POS terminal.
- Requires Approval: Tick this box to force a manager override whenever a user in this role attempts to apply or remove a tax exemption.
- Can Approve Others: Tick this box to designate users in this role as authorized managers who can override tax-exempt requests from other staff members.
5. Click Save
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