How to make one line item on an invoice tax exempt
Making specific reservations or line items tax exempt can be necessary in certain states where there are laws in place allowing some guests to not have to pay taxes. For example, In Canada, guests with an indigenous status are tax exempt. Another example is that in California, when a guest stays for more than 30 days, they are considered a resident and become tax exempt. Depending on where you are located or what the situation is, there may come a time where you need to remove taxes from one invoice.
If you need to make a line item on an invoice tax exempt for a specific reservation, when you normally would charge taxes, you can do so by following the steps below.
First, you have to make sure you allow tax exempt items on an invoice. To select this setting, you'll go into your campground settings, to the payment tab and click the box next to the setting "allow tax exempt on invoice," and hit save at the bottom of the page. This will allow you to mark items as tax exempt.
*Please note, users marked as employees are able to mark items as tax exempt.
Now you are ready to remove the taxes from a line item. To do so, you will need to go into the reservation, go to the payment tab, and click "edit" at the top of the reservation.
Then you will click the little stack of coins on the far right next to the line item you wish to remove the taxes from.
As you can see in the picture above, when the stack of coins has a circle with a line through it (🚫) then it is NOT tax exempt and the taxes are charged to the customer.
As you can see in the picture above, the little stack of coins has been clicked to remove the circle with a line through it (🚫) and the line item is now tax exempt. You can see the taxes are no longer listed under the subtotal.
Be sure to hit save once you've made the changes you needed to make.