Managing Tax-Exempt Produce & Food Items
Flag individual products as exempt from sales tax — common for fresh produce, unprepared food, and other locally tax-exempt goods.
1. Turning On Tax Collection
Tax exemption only matters once sales tax is enabled for your account:
- Go to Config > Tax.
- Turn on Collect Sales Tax.
- Set your rate — either type it directly under Tax Rate, or use Look Up Rate by Zip Code: enter a 5-digit zip and tap Look Up to see the combined state/county/city rate for that area, then tap it to apply it.
- Under Behaviour, choose whether pricing is Tax-Inclusive (prices already include tax) and whether tax shows as its own line on the receipt (Show Tax on Receipt).
- Tap Save Changes.
2. Marking a Product Tax-Exempt
Exemptions are set per product, not account-wide:
- Open the product in Config > Products (or the Web Portal's Products page).
- Turn on the Tax Exempt toggle (mobile) or check the Tax exempt checkbox (Web Portal).
- Save the product.
Once marked, that product is excluded from sales tax at checkout, regardless of your overall tax rate. Common candidates are fresh produce, unprepared food, and farm goods — check your local and state rules for what actually qualifies.
Frequently Asked Questions
Where do I see which products are tax-exempt?
There's no separate exemptions list — check the Tax Exempt toggle on each product's own edit screen.
Does tax-exempt status change per market location?
No — it's a property of the product itself, not tied to a specific market or session.
Who can change tax settings?
Only Owners can access Config > Tax. Tax-exempt status on an individual product can be changed by Owners and Managers when editing that product.