BEST POS - Tax exemption and customer tax group

Tax Exemption and Customer Tax Group in BEST POS (Retail)

Summary

This article shows how to set a customer’s tax group and how to mark a customer as tax-exempt in BEST POS. It explains the effect at the register once the customer is attached to the invoice, best practices (exemption proof, comments), and receipt checks.

Step-by-step Instructions

1) Prerequisites

  • Rights to edit customer profiles.
  • Tax groups preconfigured in Back Office (e.g., Standard, Exempt, Out-of-province).
  • For exemption: valid proof (certificate number, internal document).

2) Set the customer’s tax group

  1. From the register: Customer > Search, select the customer, then Edit (or use Back Office).
  2. In Tax / Fiscal settings, select the correct Tax Group (e.g., Standard, Exempt).
  3. If exempt: enable Tax Exempt (when available) and enter the reference (certificate, date).
  4. Add a clear comment: “Exemption #ABC123, expires YYYY-MM-DD”.
  5. Click Save. Check: the profile shows the selected tax group.

3) Apply at the register (after attaching the customer)

  1. Start a sale and attach the customer (see article 3.1).
  2. Scan items and press Subtotal.
  3. Check: tax amounts follow the customer’s tax group. For exemptions, taxes should be 0.00 (per local rules).
  4. Print the receipt if needed and verify the note (e.g., “Exempt”) if your layout provides it.

4) Variants (if applicable)

  • Out-of-province/country: use a specific tax group (zero-rating, export) per fiscal rules.
  • Temporary exemption: record the expiry date and plan periodic review.
  • Per-line override (if allowed): for non-taxable items, adjust the line; however, product-level configuration is preferred.

Fixes and FAQs

  • Tax still applied: ensure the customer is attached, the customer tax group is “Exempt,” and the items do not force tax.
  • Unexpected tax total: check province/region rules, receipt layout, and recalc with Subtotal.
  • Exemption rejected: option may be permission-restricted; add a certificate number and retry.
  • Return of exempt sale: the credit note should mirror original tax (often 0.00); see “Customer credit note”.
  • Audit/proof: store exemption reference in comments and, if required, attach internally.

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