When you change a check to become Tax Exempt, Toast will prompt for the Tax Exempt ID.
To make a check Tax Exempt, select the Tax Exempt option from the overflow menu.
You will then be prompted to enter in a Tax Exemption Number.
New in 2.15! Employees that do not have the Tax Exempt permission will require a manager's passcode before entering a tax exemption number on a check. To ensure that only managers can apply a tax exemption number to a check, enable the Manager Permission labeled Tax Exempt on the individual employee level.
This number will appear in your reporting. It is helpful to enter the name of the customer or organization that is tax exempt so your reports will show a name alongside the Tax ID number.
The report will show up under the Sales Exception report. There is a tab labeled Tax Exempt, which will show you a list of orders. This report can be sorted as well as exported.