Mark an Order Tax Exempt

Sales can be tax exempt under certain circumstances. For example, when patrons from tax exempt states purchase goods and have them shipped to their home or when government employees buy materials for work purposes. To mark an order tax exempt, in the Order summary section, select the Remove button next to Taxes.

Select Mark tax exempt and select a reason. (Guest services and group sales managers can also enter new reason codes in the Reasons field.) In the Comments field you can enter additional information about the reason for exemption. Select Save. When you return to the sales order screen, the tax amount now says "Tax exempt" and the balance due is updated. Taxes are removed from the entire daily, advance, or group sales order.

Note: A guest services or group sales manager must configure reason codes before you can make an order tax exempt. From the Code Tables page in Administration, select the Sales Order Tax Exempt Reason code table in the Ticketing category.

Note: You cannot remove taxes after an order is complete.

Before an order is complete, you can select Edit to remove the tax exemption or edit the reason and comments. After the order is complete, you cannot remove the tax exemption, but you can still edit the reason and comments.

Note: For group sales, you can remove taxes on the reservation record under Pricing and Other adjustments.