How to Enable and Manage Tax Exemptions

Restaurants can now apply tax exemptions to catering orders based on customer eligibility (e.g., non-profits, government entities) or order characteristics (e.g., bulk orders, delivery to tax-exempt locations). This feature ensures compliance with tax regulations and improves the ordering experience for eligible customers.

By default, all orders are taxed uniformly. However, catering orders may qualify for tax exemptions under specific conditions. This guide walks you through enabling the feature, customer sign-up, approval workflows, and how exemptions are applied at checkout.

Enabling Tax Exemptions

Who can enable: Brand Managers

• Navigate to:
  Configurations > Taxes & Fees > Taxes
• Toggle the Tax Exemption switch to ON
  This enables the feature across all stores under the brand.

Customer Sign-Up for Tax Exemption

To qualify, customers must create an Organization Account via the ordering channel.

Sign-Up Flow (when Tax Exemption is enabled):

1. Select Continue as Organization during account creation.
2. Enter:
   • Organization Name
   • State
   • Tax Exemption Certificate Details
   • Upload a copy of the certificate (PDF or image)

⚠️ Customers can begin ordering immediately, but tax exemption will only apply after brand approval.

Approval Process

Who approves: Brand Managers

• Brand Managers receive an email when a new certificate is submitted.

• Go to:
  Management Center > All Stores > Customers

  

• Use filters to find the organization:
  • Account Type
  • Tax Exempt Status
  • Name, Phone, or Email

• Click the customer to view:
  • Organization details
  • Uploaded certificate
  • Current exemption status
• Download and verify the certificate.
• Approve or reject the request.

Statuses Explained:

📌 Only the latest uploaded certificate is stored. Brands should download a copy for records.

Customer Communication

• Customers receive email notifications for:
  • Approval
  • Rejection (with reason)
  • Expiry
• Within their account, customers can view and update their exemption status.

Checkout Experience

• If approved, tax exemption will be applied at checkout. This can be applied to any order type.
• Customers can enable exemption by default the flag is disabled for individual orders.
• If account details are outdated or invalid, a message will prompt the customer to update their info.
• If a store is ineligible for exemption (due to state laws), a message will inform the customer.

Order Confirmation & Receipts

• Tax-exempt orders are clearly marked in:
  • Order Confirmation
  • Receipts
  • All Stores > Orders > Order Details

Responsibility & Compliance

It is the customer’s responsibility to ensure their tax exemption is valid and used in accordance with applicable laws. Brands may revoke exemption status if fraud or inaccuracies are suspected.