Real Tax Free activation checklist for your store

Real Tax Free activation checklist for your store

You can start using STAMP through the Merchant Portal without integrating your POS. If you prefer to connect your checkout system, first confirm compatibility and the required steps with STAMP. In either case, prepare your team to register customers and manage invoices.

Before you start

1. Choose your setup. For the portal, agree with STAMP on how to obtain access and prepare your team. For a POS integration, ask STAMP and your system provider to confirm compatibility, configuration, responsibilities and testing before use.
2. Prepare your checkout team. Decide who will handle Tax Free transactions and who can help if a problem arises. Show the team how to register a customer through the app, QR code or portal, and how to access the portal.
3. Confirm the invoicing process. Check with STAMP and your tax adviser how electronic Tax Free invoices are issued and transmitted, and who monitors cases that need to be resolved.

During the sale

1. Show the customer the QR code. The customer scans it to register. Eligibility checks are already part of STAMP’s system and registration process. Customers can also register through the app; if they have difficulty, your team can register them through the Merchant Portal.
2. Check the details and issue the invoice. The staff member checks the customer and purchase details before the invoice is issued. The retailer issues the Tax Free invoice through the agreed process and makes a copy and the request code available to the customer.
3. Explain what to do when leaving. The customer must obtain the required customs validation when leaving the EU. For purchases made in Italy, the goods must leave the EU by the end of the third month following the month of purchase. If the customer leaves the EU through another country, they must follow the relevant customs procedure and email STAMP a photo of the validation.

If something goes wrong

• Registration: If the customer cannot register on their own, a staff member can help through the portal. If the problem continues, involve the store’s designated contact and reach out to STAMP.
• Incorrect details: If a staff member notices an error, they should pause the process and involve the store’s designated contact. Before correcting or reissuing an invoice that has already been issued, that person should check the applicable procedure with STAMP and the store’s tax adviser.
• Card problem: If a Real Tax Free transaction cannot be completed because of the customer’s card, the staff member can offer traditional Tax Free with a later refund. The customer pays VAT at purchase and requests the refund after customs validation, following the applicable procedure. The store’s designated contact should first check the status of the incomplete transaction and the available refund route.
• Other transaction problems: If the process cannot be completed for another reason, the staff member should involve the store’s designated contact. Before retrying or offering an alternative, that person should check the transaction status with STAMP and agree on the next steps.

To decide whether Tax Free is right for your business and what to ask before choosing a service, read our

guide for small Italian stores.

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