In Retail POS, you can create and save customer-specific tax rules. You can apply custom tax rates to customers who are tax-exempt or wholesale buyers or customers from outside your region who are subject to a different tax than your local sales tax.
By default, all customer accounts are subject to the default store tax rate unless otherwise edited. You only need to save a tax rate to a customer if they require a different rate than your store default.
If a product has a particular tax saved to it, that tax will override the customer rate. You can remove product-specific taxes in the sales screen. Refer to our Removing tax from a sale article for instructions.
Once a custom tax rate has been created, all users have permissions to save a tax rate and associated notes on a customer’s file. For more information about adding custom tax rates to your store, visit our Setting up taxes guide.
New customers
To set a different tax rate for a new customer:
- Navigate to Customers > Add customer.
- Enter customer contact details, then click on Details.
- Enter additional customer information, if required.
- Under Settings, locate the Tax Rate field and choose the custom tax rate from the drop down menu.
- In the Note field, enter any additional information, if required.
- Click Create new customer.
You may also add a custom tax status from the sales screen by typing the customer name into the search, clicking Add as new customer, and following the above instructions.
Existing customers
- Navigate to Customers.
- Click on the edit icon beside the customer name.
- Click Details.
- In the Taxes field, enter the custom tax rate from the drop down menu.
- In the Note field, enter any additional information, if required.
- Click Save changes.
Delete custom tax rate
To delete custom tax rates from a customer, click the delete icon beside the rate in the drop down menu. This will return a customer's tax rate to your store default.
At this time, you cannot set customer group taxes, only change tax rules for individual customers.