🧾 Using the Tax Exempt Feature in NX POS

NX POS includes a powerful Tax Exempt feature that allows authorized users to exempt items, fees, and gratuities from sales tax—directly from the POS. This tool is essential for venues that handle nonprofit organizations, government entities, resale customers, or other tax-exempt scenarios.

This article walks through how Tax Exempt works, how to apply it, and important notes on how exemptions behave within NX.

🔐 Permissions Required

To use Tax Exempt features in NX POS, the employee must have:

Permission:
Check: Items – Tax Exempt

Without this permission, the option will not be available.

🧮 Understanding Tax Before Exemption

Before applying any tax exemption, the check behaves normally:

• Each taxable item shows its tax on the check
• Any Credit Card Surcharge fees (when applicable) also include their tax
• The subtotal, tax, and total will all display as expected

🟦 Where to Find the Tax Exempt Button

NX provides multiple access points depending on your configuration:

1. Order Commands View

The Tax Exempt button appears alongside other order-level commands.

2. Pay Screen (optional)

If enabled, Tax Exempt can also be applied directly from the screen where payments are taken.

3. Item-Level Commands

When modifying an individual item, a Tax Exempt command is available to exempt only that specific item or modifier.

🧰 Applying Tax Exemption

A. Exempting Specific Items

1. Tap the item(s) on the check (highlighting them).
2. Open Item Commands.
3. Tap Tax Exempt.
4. Choose an Exemption Reason from the list.
5. Add an optional note.
6. Submit the exemption.

📝 Important:

When specific items are selected:

• Only those items will be tax exempt
• Gratuities, surcharges, and fees will NOT be exempt

B. Exempting an Entire Seat (or Entire Check)

If no items are selected when invoking Tax Exempt:

• NX will apply the exemption to the entire seat
• All current and future items added to that seat will automatically be tax exempt

💡 Tip: This is useful for nonprofit or government groups purchasing multiple items.

🧾 The Tax Exempt Prompt

After tapping Tax Exempt, you will see a popup including:

• Number of items being exempted
• Dropdown containing all allowed Exemption Reasons:
  • Resale
  • Not for Profit Org
  • Government
  • Education
  • Healthcare Facility
  • Religious Organization
  • Employee Meal
  • Food Stamp / SNAP
  • Interstate Commerce
  • Tax Holiday
  • Other

The user must select a reason and may enter additional details.

Once the form has been completed the Items and/or Seat will be Tax Exempted and the On-screen Check will reflect the new totals.

📊 Reporting: Where Tax Exemptions Appear

Tax Exempt totals appear in:

✔️ Tax Report

A dedicated Exempt column shows the exempted tax amounts per category.

❌ Daily Sales Report

Tax Exempt amounts do NOT display on the DSR.

This ensures compliance by keeping taxable vs. exempt revenue clear, while preserving clean daily operational reporting.

📝 Summary

🎉 Final Notes

The Tax Exempt feature in NX is designed to be flexible, compliant, and intuitive. Whether exempting one item or an entire visit, NX ensures accurate tax calculation and transparent reporting for your venue.