The Worksheet: Marking Items or Lines as Non-taxable

If you're in a state that does not require you to charge your customer tax on certain items, follow the steps below.

If removing tax for a specific ingredient in a recipe:

  • First, make sure that your recipe price is unlocked (the lock is not red). In order to change the tax on a recipe ingredient the recipe price must be and stay unlocked!
  • Click the 'TP' and change it to 'NT' - this stands for non-taxable product.
  • To learn more about these items, check out this article: What is the difference between a TP, TS, TL, and NT?
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If removing the tax from an entire line item:

  • This is helpful if the entire line item is a rental, for example 'Vases'
  • Lock in the price (if a recipe has been built) in order to change the line item from a 'TP' to a 'NT'
  • If there is no recipe - just a qty, the price can be locked or unlocked.
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